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Automations
Turn on rules that mail your members automatically — and set the format & timing.
Upcoming automated sends
Members due in each active date-based automation’s window.
No date-based automations are turned on yet.
1 of 6 automations on
Rate Drop
Event-basedRate Drop — mailed to all Medicare clients.
6×9 Postcard·On the trigger date
Home Equity Milestone
Threshold-basedHome Equity Milestone — mailed to all Medicare clients.
New Listing in Farm
Event-basedNew Listing in Farm — mailed to all Medicare clients.
Pre-Approval Expiring
Date-basedPre-Approval Expiring — mailed to all Medicare clients.
Purchase Anniversary
Date-basedPurchase Anniversary — mailed to all Medicare clients.
Rate-Lock Expiring
Date-basedRate-Lock Expiring — mailed to all Medicare clients.
Recent automated sends
Campaigns an automation fired — the trigger date, and pieces.
- Rate Drop140 pieces2026-05-22
- Rate Drop148 pieces2026-05-13