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Understanding Each Automated Email

Below is a full breakdown for each automated email journey on the system and how they are triggered.

Contact Journeys

Active Leads

Prospect Contacts

New Business Partner

Lead Source

Referrer Updates

Drip Campaign

Happy Birthday

Custom Client Journey


Mortgage Journeys

New Mortgage

Condition of Financing

Document Status Change

Pre-Approval

Mortgage Stage Change

Signing Package Complete

Funded

Payment Date

Mortgage Anniversary

Renewal

Custom Mortgage Journey

Last updated on February 24, 2025

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