Clients

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Select clients to set a type or assign triggers in bulk.
ClientTypeStatusMailers SentDelivery RateActive AutomationsMonthly FeeLast Send
Parkside Advisors LLCActive1,37796.7%2$199May 28, 2026
Homestead Capital LLCActive1,35496.8%2$199May 22, 2026
Bluffview Lending LLCActive1,14097.0%2$199May 26, 2026
Cornerstone Realty GroupActive74096.8%2$199May 21, 2026
Harborview Realty GroupActive67996.9%2$199May 27, 2026
Riverstone Properties GroupActive50796.8%2$199May 21, 2026
Crestline Capital PartnersActive47896.7%2$199May 25, 2026
Bluffview Lending GroupActive47096.9%1$199May 24, 2026
Vantage Advisors LLCActive45196.9%2$199May 20, 2026
Pinnacle Lending LLCActive42696.9%2$199May 25, 2026
Fairway Mortgage LLCActive42296.9%2$199May 27, 2026
Keystone Properties LLCActive41896.8%2$199May 28, 2026
Parkside Advisors GroupActive40796.8%1$199May 27, 2026
Fairway Mortgage PartnersActive39796.7%2$199May 23, 2026
Beacon Mortgage GroupActive34696.7%1$199May 24, 2026
Highgate Realty LLCActive34596.9%1$199May 22, 2026
Parkside Advisors PartnersActive31696.5%1$199May 21, 2026
Vantage Advisors GroupActive30696.7%2$199May 23, 2026
Homestead Capital PartnersActive29796.6%1$199May 20, 2026
Riverstone Properties PartnersActive27796.8%2$199May 19, 2026
Homestead Capital GroupActive27497.1%2$199May 17, 2026
Keystone Properties PartnersActive27197.0%2$199May 25, 2026
Highgate Realty PartnersActive20397.0%2$199May 28, 2026
Bluffview Lending PartnersActive19696.4%1$199May 27, 2026
Crestline Capital GroupActive18696.8%2$199May 23, 2026
Showing 125 of 90 clients
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