Automations
The triggers you offer your clients — each fires an automated mailing in a chosen mailer format.
| Trigger | Type | Mailer Format | Clients Using | Status |
|---|---|---|---|---|
| Rate Drop | Event-based | 6×9 Postcard | 55 clients | active |
| Home Equity Milestone | Threshold-based | #10 Envelope | 40 clients | active |
| Pre-Approval Expiring | Date-based | #10 Envelope | 35 clients | active |
| Purchase Anniversary | Date-based | 5×7 Postcard | 30 clients | active |
| New Listing in Farm | Event-based | 6×9 Postcard | 25 clients | active |
| Rate-Lock Expiring | Date-based | 5×7 Postcard | 20 clients | active |
Recent automated sends
Campaigns an automation fired — the trigger, client, date, and pieces.
- Purchase Anniversary → Anchor Home Loans Partners178 pieces2026-05-28
- New Listing in Farm → Crestline Capital LLC114 pieces2026-05-28
- Rate Drop → Highgate Realty Partners103 pieces2026-05-28
- Purchase Anniversary → Vantage Advisors Group133 pieces2026-05-28
- Purchase Anniversary → Redwood Group Partners94 pieces2026-05-27
- Purchase Anniversary → Keystone Properties LLC21 pieces2026-05-27
- Rate-Lock Expiring → Cornerstone Realty LLC242 pieces2026-05-27
- Rate Drop → Parkside Advisors Group106 pieces2026-05-27
- Rate Drop → Bluffview Lending Partners58 pieces2026-05-27
- Rate Drop → Fairway Mortgage LLC49 pieces2026-05-26
- New Listing in Farm → Highgate Realty Group140 pieces2026-05-26
- Rate Drop → Summit Group Partners84 pieces2026-05-26