In this session, loan officers learned how to set up and customize post-close campaigns to stay in touch with realtors and clients. The walkthrough covered email formatting, campaign triggers, holiday automations, and tools like Empire and Loan Anniversary Review workflows. Participants also got help troubleshooting contact issues, reviewing workflow logic, and optimizing email performance. The session wrapped up with practical advice on organizing workflows, duplicating for testing, and managing documentation requests.
🔴 What You’ll Learn:
How to activate and personalize realtor post-close workflows
Where to fix email delivery or campaign issues
Ways to set up loan anniversary and holiday outreach
Tips for formatting emails and organizing workflow folders
How to manage contact engagement and reactivation
The difference between automated and manual triggers
Best use of Empire and nurture systems to increase retention
🟢 Key Tools Mentioned:
Workflow system (Empire, Loan Anniversary Review)
Marketing → Email and Workflow settings
Manual bulk email tools
Holiday & document automation systems