This training covers essential CRM tools for automating follow-ups, managing campaigns, and streamlining communication with clients and agents. Loan officers learned how to use the power dialer system, including how to queue contacts, set up call automations, and avoid calling the same number twice.
The session also included how to set up email signatures, the difference between campaigns and templates, and tagging strategies to track engagement. Tools like the “Not Ready Nurture” workflow, Post-Close Campaigns, and Credit Repair Automations were highlighted as ways to keep clients engaged long term. A preview of the new Cost Comparison tool and Ringless Voicemail workflows rounded out the session, with team-wide template sharing also discussed.
🟠 Key Tools & Takeaways:
Power Dialer for automated and targeted calling
Campaign tools with tags to track client activity
“Not Ready Nurture” and credit repair workflows
Ringless voicemail automations for agents and clients
Cost comparison tool with branded QR-code reports
Email signature setup using custom values
🟣 Tip:
Use tags in your email campaigns to track client clicks and follow up smarter.