Maximizing client engagement and seizing refinancing opportunities hinge on timely EPO date reminders. The EPO Date Reminder automation in Konnectd ensures you never miss this crucial milestone, streamlining communication and enhancing client experience. Dive into this video to unlock its full potential.
1. Introduction to EPO Date Reminder Automation:
The EPO date, when synced from Arive to Konnectd, triggers a workflow sequence 60 days before the actual date.
2. Accessing the Automation Workflow:
Navigate to the 'Marketing' tab on the sidebar.
Click on 'Workflows'.
Use the search bar to find 'EPO'. This will lead you directly to the EPO workflow.
3. Adjusting the EPO Date Trigger:
Within the workflow, the trigger is preset to 60 days prior to the EPO date.
You can modify this to your preference, such as 90 days or 30 days.
Ensure you save any changes made.
4. Internal Notifications and Tasks:
Upon triggering, the assigned loan officer gets an internal email reminder.
A task is then added to the dashboard, urging the loan officer to contact the client.
5. Client Communication:
The client receives email reminders about the nearing EPO date.
These emails include a direct link to the loan officer's calendar for easy scheduling.
To customize these emails:
Click on the specific email within the workflow.
Edit the subject and body to align with your brand voice.
Save any modifications.
6. Managing Tasks and Client Profiles:
Tasks related to the EPO date can be viewed and managed from the dashboard.
Clicking on a task takes you to the client's profile.
From the profile, you can:
Edit the task due date or Mark as Complete
Call the client directly.
Remove the client from the EPO date reminder workflow by locating the workflow on the left column and clicking the 'X'. Successful removal shifts the workflow from 'Active' to 'Past'.
7. Need Assistance?
If you encounter any challenges or have questions about this workflow, don't hesitate to contact our support team.
Remember, the EPO date reminder is a valuable tool to ensure timely communication with your clients and streamline your operations.