This session showed loan officers how to track interest rate changes using automated rate alerts and follow up faster with leads.
It covered how to set up loan app invites, customize email workflows, and use tags to trigger campaigns. The team learned to use the refinance calculator with QR codes, organize contacts with smart tags, and send newsletters to realtors. Common issues like login problems and duplicate email notifications were also addressed, along with CRM navigation tips in LO Ninja.
🛠Key Tools & Takeaways:
Rate alert setup with notification triggers
Loan app invite workflow automation
QR-code-enabled refinance calculator
Tag-triggered campaigns in LO Ninja
Newsletter scheduling for realtors
🟠Tip:
Tag your realtors and clients to send the right follow-ups automatically, no extra clicks needed.