Fello's automation templates, which are designed to put your marketing efforts on autopilot, include some mortgage-specific campaigns that utilize the already available mortgage information of your contacts' properties. Here's how to find and use these automations:
- Go to Marketing > Automations.
- Click Use Template in the top-right corner.
- Set the Industy filter as Mortgage.
You'll find the following automations:
| Automation Name | Description |
| Send Timely Mortgage Rate Updates | This automation sends emails encouraging homeowners to explore their personalized dashboard for current mortgage rates and market insights, helping them make informed refinancing, buying, or selling decisions. |
| Prompt Homeowners to Refinance with Savings Alerts | This automation sends a targeted email series to homeowners with higher mortgage interest rates, showcasing the benefits of refinancing. |
| Bring Back Lost Website Visitors with Postcard Outreach | Send postcards to re-engage dropped-off website visitors with a QR code. |
| Guide Newly Listed Homeowners to Secure Pre-Approval Easily | This automation guides homeowners who recently listed their property toward mortgage pre-approval, emphasizing competitive rates and a simplified process with actionable insights. |
- Select a template and then click Use Automation.
- Enter a name for the automation.
- Click Save.
- Review the automation and click Turn On Automation.
Note: While automation templates are designed to work out of the box, you can customize them as required for your own unique scenarios. Learn more about automations.
Your mortgage automation is now active! You can keep tabs on it by viewing the automation's performance at any time.