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Understanding Each Automated Task

Below is a full breakdown for each automated task journey on the system

Contact Journeys

Active Leads

Prospect Contacts

New Business Partner

Lead Source

Referrer Updates

Drip Campaign

Happy Birthday

Custom Client Journey


Mortgage Journeys

New Mortgage

Application With Client

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 18, 2025

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