Office Hours
In this session, you learn how to bulk add your past clients and key contacts into the “Holiday Greetings” automation in LO Ninja so holiday emails go out every year without you touching it. You see where to edit the holiday workflows, update subject lines, and customize email and text templates, while leaving the timing and “purple” logic steps alone. The coach shows how Arrive can feed funded loans straight into your holiday campaign and other workflows, and reminds you to connect your calendar so 6-month check ins and loan anniversaries book smoothly. You also learn how the Redder integration lets you search agents by units or volume, push them into the CRM with one click, drop them into smart lists and agent workflows like newsletters or value add drips, and then follow up with personal calls, texts, or social media. They walk through using internal reminders and tasks so the system prompts you to reach out manually, plus how to tap into resources.loninja.com for scripts, Canva templates, and agent content. Finally, they touch on using LO Ninja’s AI tools for texting and website chat, dealing with Arrive integration issues through support, and where in Settings to connect multiple calendars like Google or Outlook.