This session focused on improving client communication and task management through automation. Loan officers learned how to set up automatic replies to social media DMs using LO Ninja + ManyChat, and how to streamline Google review collection with Smart Sites.
The team discussed tagging and importing realtor contacts, customizing forms, and managing tasks across LO Ninja and ARIVE. New feature previews included a cost-saving calculator and app updates like customizable shortcut buttons and improved task workflows.
🛠Key Tools & Takeaways:
Social media DM auto-replies with ManyChat + LO Ninja
Smart Sites for review collection and client engagement
Bulk contact upload and tagging for realtor smart lists
Form design tips using Magic Headline Formula
Cross-platform task workflows between LO Ninja + ARIVE
🟠Tip:
Use contact tagging and Smart Sites to collect more reviews while keeping realtor lists organized automatically.