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This lesson shows how to use CRM automations to keep clients and realtors updated without extra work. Loan officers learn how status changes in Arrive trigger follow-ups, milestone alerts, and weekly updates to realtors to reduce check-in calls. It covers new workflows like appraisal updates, conditional approval, and closing disclosures, plus how to turn them on and customize them. The training also introduces tools like the AI Opportunity Finder, which helps identify past clients for refinance opportunities, and text snippets for faster communication. You’ll also learn simple outreach strategies like realtor drip campaigns and newsletters, along with tips to avoid spam when sending to large lists. Overall, it focuses on using automation to stay consistent, save time, and generate more repeat business.