Follow-up that runs itself.
Your brokers cannot follow up everyone, and now they don't have to. Set the trigger, build the steps, and let every client move toward a conversation in the background while your brokers write loans.
- Email and SMS steps
- Broker alerts
- Exit on conversion
- Live view of every client
Set the trigger. Let it run.
Journeys are automated sequences that start when something happens and keep working until the client converts.
Choose a trigger
A form submission, an enquiry, a fixed-rate date, a settlement or a download starts the Journey.
Build your steps
Drag in emails, SMS, delays, conditions and broker alerts. No code, no developers, no agency.
Set exit conditions
Define what done looks like, such as a reply, a booking or a new application, so clients leave at the right moment.
Watch it work
See exactly where every client sits in the sequence, live, from one screen.
Starting points for every broker workflow.
Start from a template built for brokers, or build your own from scratch.
Fixed-rate review
Starts 90 days before expiry. Email, then SMS if there is no response, then an alert to the broker when the client engages.
Post-settlement
Congratulations on day one, a check-in at 30 days, a referral ask at 90, and an annual loan health check.
Enquiry response
Reply the moment a web or social enquiry lands, then nurture until the client books a time with the broker.
Pre-approval nurture
Keep pre-approved clients engaged while they search, with buying tips, rate updates and a reminder before the pre-approval lapses.
Re-engagement
Wake up clients who have gone quiet with a short, timed sequence built to restart the conversation.
Custom Journey
A blank canvas. Build any sequence your brokerage runs, exactly how you run it.
Build any sequence without code or complexity.
Drag, drop, done. Every step shows how many clients are sitting in it right now.
- StepsEmail, SMS, delay, condition, broker alert and end.
- Re-enrolment rulesDecide whether a client can enter a Journey once, or every time the trigger fires.
- AssignmentRun a Journey for every broker in the group, or only for selected branches or teams.
Journey settings
- Name
- Post-Settlement Nurture
- Status
- Active
- Trigger
- Loan settled
- Re-enrolment
- Every settlement
- Assignment
- All brokers
- Exit condition
- New application started
See exactly where every client is in their Journey.
No guessing who has been contacted and who has been missed. Every client's position in the sequence is visible in real time, so the broker always knows the next move.
- JLJames L.Entered 2 days agoEmail 1 of 3
- PRPriya R.Entered 6 days agoBroker alerted
- MTMarcus T.Entered 6 days agoWaiting, delay
- AKAisha K.Entered 9 days agoReview booked
Ready to put follow-up on autopilot?
Book a 20-minute demo and we will build a live Journey for your brokerage during the call.