Clients

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Select clients to set a type or assign triggers in bulk.
ClientTypeStatusMailers SentDelivery RateActive AutomationsMonthly FeeLast Send
Vantage Advisors GroupActive1,46396.9%2$199May 28, 2026
Summit Group GroupActive1,39996.7%2$199May 26, 2026
Meridian Home LendingActive1,35196.8%2$199May 26, 2026
Beacon Mortgage LLCActive1,25696.9%2$199May 22, 2026
Summit Peak Home LoansActive1,02197.1%2$199May 28, 2026
Anchor Home Loans PartnersActive97596.6%2$199May 28, 2026
Fairway Mortgage GroupActive91396.9%2$199May 25, 2026
Crestline Capital PartnersActive87596.7%2$199May 20, 2026
Oakmont Home Loans LLCActive67796.7%2$199May 22, 2026
Beacon Mortgage PartnersActive50296.6%2$199May 28, 2026
Cornerstone Realty PartnersActive48496.9%1$199May 23, 2026
Cornerstone Realty GroupActive47496.6%2$199May 21, 2026
Summit Group LLCActive47496.8%2$199May 21, 2026
Vantage Advisors PartnersActive46497.0%2$199May 26, 2026
Keystone Properties PartnersActive44496.8%2$199May 13, 2026
Riverstone Properties GroupActive44496.8%2$199May 26, 2026
Fairway Mortgage PartnersActive44096.6%1$199May 23, 2026
Redwood Group GroupActive44097.0%2$199May 19, 2026
Redwood Group PartnersActive41896.9%2$199May 27, 2026
Crestline Capital GroupActive39796.6%1$199May 22, 2026
Pinnacle Lending PartnersActive37197.0%2$199May 23, 2026
Oakmont Home Loans GroupActive36896.7%2$199May 20, 2026
Fairway Mortgage GroupActive35696.5%2$199May 19, 2026
Oakmont Home Loans GroupActive35296.6%1$199May 21, 2026
Parkside Advisors PartnersActive34396.7%2$199May 22, 2026
Showing 125 of 165 clients
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