Your BluMortgage system comes with built-in campaigns to help you drive sales and increase customer retention without taking up your valuable time. The
Send Online Application campaign will allow you to send your leads an email that prompts them to complete an online application. It will also send reminders to that lead to complete the online application.
How To Start the Campaign
To begin using the Send Online Application campaign, first ensure that the related workflows (listed below) are turned on.
Next go to the
Borrower's record and click the
Send Online Application checkbox.
Related Workflows
Workflow
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What it Does
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BLU001 – Send Online Application
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- Sends an email from the record owner’s email to the email listed in the Borrower’s record.
- Updates the Date Online Application Sent in the Borrower’s record to the date that the “Send Online Application” checkbox was selected.
- Changes the Contact Status field in the Borrower’s record to “Sent Portal Link” and sets the Date Online App Completed field to empty (if it isn’t already)
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BLU001a – Send Online Application on Create
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- Same as above – the only difference is BLU001 will occur when the Send Online Application checkbox is selected on an existing borrower, whereas BLU001a will occur when a new borrower is created with the Send Online Application checkbox selected.
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BLU003: Sent Application Follow Ups
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- Sends reminder emails from the record owner’s email to the email listed in the Borrower record.
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The online application email will send immediately once the workflow has been triggered.
For the reminders, as long as the borrower has not completed the online application, they will receive a reminder email as per the below schedule:
- 2 days after the online application was sent
- 4 days after the online application was sent
- 8 days after the online application was sent
- 14 days after the online application was sent
How to Stop the Automation
The automated emails will continue as long as the following conditions are met:
- Send Online Application is selected
- Contact Stage field is listed as "Sent Portal Link"
- Date Online App Completed field is empty.
Once the borrower has completed the online application, the
Date Online App Completed field will be date stamped and the workflow will automatically stop. Therefore, you don’t need to worry about borrowers continuing to receive reminders after they have completed the online application.
If for any reason you want to stop the workflow for a particular borrower, you can uncheck the Send Online Application checkbox. Changing the Contact Stage from “Sent Portal Link” or manually entering a date in the Date Online App Completed field will also stop this campaign.
With our Finmo, Velocity and Filogix integrations, the Send Online Application emails will automatically stop once a live deal is brought into your BluMortgage CRM.
How to Set up your Online Application Link
Typically if you provide your Finmo details to us through the onboarding survey, we will already have saved your application link into your BluMortgage system. If your link is not currently set-up or if you'd like to update your link, please watch the below video to learn how to save your online application link: