This session explained how to use the New Rate Alert feature to track when interest rates hit a target, so loan officers can follow up faster. It included a walkthrough of the updated contacts page, holiday workflows, and how to send emails and texts using automation.
The training also covered how to use smart lists to organize leads and a new way to share visual PDFs using QR codes. Updates to the refi calculator and tracking for manual activities were reviewed. The session finished with steps to add contacts to workflows and set up holiday campaigns.
🛠Key Tools & Takeaways:
Rate alerts based on national average rates
Holiday workflows with automatic 2025–2026 updates
QR-code enabled PDF sharing from refi calculator
Manual activity tracking coming soon
Updated contact workflows and smart list tips
🟠Tip:
Use rate alerts and smart lists together to follow up with high-potential leads at the perfect time.