This complete Marketing Suite training walks through campaign triggers and settings, stop-on-reply and re-entry rules, the AI scheduler and its sales objective, round-robin assignment, sending days and audience filters, extra campaign actions, campaign analytics, evergreen campaigns that write fresh content on a schedule, AI Assistant message recommendations, tracking links, email and SMS templates, Property Pulse reports and opportunity scanning, the Social Planner, and review request routing.
A complete Marketing Suite walkthrough: campaign triggers and settings, the AI scheduler and its objective, evergreen campaigns that write fresh content on schedule, tracking links, AI-built email and SMS templates, Property Pulse reports and opportunity scanning, the Social Planner, and review request routing.
Campaign setup begins in the settings area, where triggers define which borrower or partner actions start the outreach. The walkthrough uses status changes, selecting both pre-approved and application started, and notes that a campaign can carry several triggers at once. Once the triggers are saved, the automation runs on its own. As new leads arrive and those actions occur, the matching contacts enter the campaign without anyone enrolling them manually.
Stop on reply ends the sequence when a contact responds. That is the right setting when a reply is the goal of the campaign. For a long-term nurture campaign that should keep sending a monthly email regardless of replies, the training recommends leaving it off. Allow re-entry decides whether a contact can enter the same campaign more than once. Turning on the AI scheduler lets the assistant engage the moment a borrower replies, including evenings and weekends when the loan officer is away from the computer. The walkthrough describes an assistant trained to discuss loan programs, guidelines, and the loan process, which removes the delay on inbound replies.
The objective tells the assistant what the sales goal is: book an appointment, send an application, or answer questions. The training emphasizes that these options have the same capabilities. An objective of answer questions can still book an appointment or send an application link; the objective simply defines the goal the assistant works toward. For new leads, book appointment or send application is the usual choice. For a past borrower or funded client, answer questions works well. Round-robin assignment distributes incoming leads across several team members when a campaign feeds a sales team.
Sending days determine which days of the week the campaign may send email or text. The walkthrough turns off weekends and connects that setting to keeping outreach within appropriate contact hours. Additional filters narrow the audience inside the campaign, such as sending only to borrowers in one state. Steps in the campaign do not have to be messages. Other actions can be added, including adding a contact to a Property Pulse campaign or applying a tag, with a Spanish-speaker tag shown as the example. Publishing the campaign puts the completed sequence and its triggers into service.
Each published campaign shows a summary with the number of active contacts along with open and reply rates. Opening the campaign detail view adds activity, trend, and a specific analytics section further down the page. The analytics view breaks out how many emails and text messages were sent and the reply rate for each, and the reporting window can be set to 30, 90, or 180 days. In the example, text messages show a higher reply rate than email, which is the kind of signal that guides future campaign structure.
A standard campaign is written at setup and has an end date; the examples in the training run 138 days and 89 days, after which nothing more sends. Evergreen campaigns solve the problem of staying relevant after a sequence finishes. You tell the AI the goal, and it writes each message on schedule instead of in advance. The Things to Do This Weekend campaign writes a weekly email about local activities and sends Thursday mornings, when recipients are starting to plan the weekend. A monthly market update pulls what is happening with rates and the housing market at the time it is written, so the content is current rather than pre-written. Both are branded with the loan officer's signature.
The AI Assistant surfaces recommended messages to send. In the walkthrough, its primary focus is upcoming borrower birthdays, with individually written drafts rather than one identical message, and the recommendations can be approved in bulk. Tracking links let you measure clicks on a web page, application portal, or any link used in a workflow. Email and SMS templates are built in the template area. You choose the audience and channel and let AI generate the message, or import existing templates from another system. The example template pulls live pricing from the account's current setup and lays out benefits and interest paid, and it can be reviewed as a test send. Finished templates can then be inserted into campaign steps, such as dropping 15-year and 30-year emails into a campaign.
Property Pulse is an add-on service. When enabled, borrowers receive a monthly property and equity report that includes a property image, an automated valuation estimate, comparable activity, payoff progress, refinance calculators, a home-price forecast, equity growth over time, and mortgage lien history drawn from county records. The interest rate on an existing loan is not public record, so the report presents an estimate based on the product type and origination date. Reporting shows how many reports were sent and who opened and interacted with them. From there, AI identifies opportunities such as rate-drop candidates, homes listed for sale, FHA streamline and VA refinance candidates, and FHA borrowers who may be able to remove mortgage insurance. Selected borrowers can be added to a campaign or sent to the Power Dialer queue in a few clicks.
The Social Planner connects Facebook and Instagram, with additional platforms described as planned. You can upload video and images, schedule posts weeks or months ahead, manage comments, and view interaction stats. The reviews section summarizes responses collected through the Review Widget, which is configured in company settings under Widget Studio. Review routing applies a rating threshold: ratings at or above your positive standard, four stars in the example, are captured as public reviews, while lower ratings can be redirected to a different page so the feedback reaches you directly.
Campaign settings open with the trigger section, which defines the borrower or partner actions that start outreach. The walkthrough selects two status changes, pre-approved and application started, and notes that a campaign can carry multiple triggers. Once published, the automation enrolls new contacts as they meet the rule.
Stop on reply ends the sequence when a contact responds, which fits response-driven outreach. For a monthly nurture email that should continue regardless, leave it off. Allow re-entry decides whether a contact can enter the campaign more than once. Turning on the AI scheduler lets the assistant respond the moment a borrower replies, including evenings and weekends.
The objective is book appointment, send application, or answer questions. Each option has the same capabilities; the objective defines the goal the assistant works toward. New leads usually use book appointment or send application, while past clients fit answer questions. Round-robin assignment distributes leads across a sales team.
Turn off days you do not want messages to send, and use additional filters to narrow the audience, such as one state. Campaign steps can also apply a tag or add a contact to a Property Pulse campaign instead of sending a message. Publishing puts the sequence and its triggers into service.
Published campaigns report active contacts, open rate, and reply rate, with detail views for activity, trend, and analytics. The analytics section breaks out email and text volume and reply rate by channel over 30, 90, or 180 days. In the example, text replies outperform email.
Standard campaigns end; the examples run 138 and 89 days. Evergreen campaigns write each message on schedule instead of in advance. A weekly local activities email sends Thursday mornings, and a monthly market update pulls current rate and housing information when it is written. Both carry your branding and signature.
The AI Assistant recommends messages to send, currently focused on upcoming borrower birthdays with individually written drafts that can be approved in bulk. Tracking links measure clicks on pages and application links inside workflows. Email and SMS templates can be AI-generated for a chosen audience and channel or imported from a previous system, reviewed as a test, and inserted into campaign steps.
Property Pulse is an optional add-on. When enabled, borrowers receive monthly reports with a property image, a valuation estimate, comparable activity, payoff progress, refinance calculators, a price forecast, equity growth, and lien history from county records. Loan rates are not public record, so the report shows an estimate based on product type and origination date. Engagement reporting shows who opens the reports, and AI identifies rate-drop, FHA streamline, VA refinance, listed-home, and mortgage-insurance-removal candidates that can be added to a campaign or the Power Dialer queue.
Connect Facebook and Instagram, upload media, schedule posts ahead, manage comments, and review interaction stats. The reviews section summarizes responses from the Review Widget configured in Widget Studio, and routing captures ratings at or above your positive threshold while redirecting lower ratings to a separate page.
Select the actions that should enroll contacts, such as status changes to pre-approved or application started. Add as many triggers as the audience requires.
Turn stop on reply on for response-driven campaigns and off for ongoing nurture. Decide whether contacts may re-enter the campaign.
Turn on the scheduler so replies get an immediate response, then choose book appointment, send application, or answer questions as the goal.
Disable days you do not want messages to send and add filters, such as a single state, to narrow the audience.
Apply tags or add contacts to a Property Pulse campaign inside the sequence where that supports the workflow.
Publish the campaign, then track active contacts, open and reply rates, and channel performance over 30, 90, or 180 days.
Tell the AI the goal and cadence so it writes fresh content each send, such as a weekly local email or a monthly market update.
Generate or import email and SMS templates, test them, insert them into campaigns, and create tracking links for the pages you want measured.
Review report engagement, open the AI opportunity lists, and send selected borrowers into a campaign or the Power Dialer queue.
Connect social channels and plan posts ahead, then set the positive-review threshold and redirect lower ratings to your own page.
Set triggers in campaign settings. The walkthrough uses status changes for pre-approved and application-started contacts, and several triggers can run on one campaign.
For long-term nurture campaigns that should keep sending on schedule even after a contact replies.
No. All objectives share the same capabilities. Answer questions can still book an appointment or send an application link; the objective sets the goal.
A campaign is written at setup and ends on a fixed schedule. An evergreen campaign writes new content each time it sends, so it continues indefinitely.
Yes. The template tool imports existing email templates, and AI can generate new email or SMS templates for a chosen audience and channel.
No. It is an optional add-on starting at $49/mo that sends monthly equity and property reports and feeds AI opportunity lists.
You set a positive threshold, such as four stars. Ratings below it can be redirected to a different page instead of a public review site.
The session walks the Marketing Suite in order. Campaign settings begin with triggers, using status changes for pre-approved and application-started contacts so qualifying leads enroll automatically. Stop on reply ends a sequence when a contact responds and is recommended off for long-term nurture; allow re-entry controls repeat enrollment. The AI scheduler responds the moment a borrower replies, including evenings and weekends, and its objective—book appointment, send application, or answer questions—sets the sales goal without limiting capability. Round-robin assignment distributes leads across a team. Sending days, audience filters, and non-message actions such as tags or adding contacts to a Property Pulse campaign complete setup before publishing. Published campaigns report active contacts, open and reply rates, message volume by channel, and trends across 30, 90, or 180 days, with text replies outperforming email in the example. Because standard campaigns expire after their scheduled run, evergreen campaigns write content on a recurring basis: a weekly local activities email sent Thursday mornings and a monthly market update that pulls current rate and housing information at the time it is written, both branded to the loan officer. The AI Assistant recommends messages, currently focused on borrower birthdays with individually written drafts that can be approved in bulk. Tracking links measure clicks inside workflows. Email and SMS templates can be AI-generated, imported from a previous system, reviewed as a test, and inserted into campaign steps such as 15-year and 30-year rate emails. Property Pulse, an add-on service, sends monthly equity and property reports built from a property image, valuation estimate, comparables, payoff progress, refinance calculators, price forecast, equity growth, and county lien records, with loan interest presented as an estimate based on product type and origination date. Engagement reporting shows who opens reports, and AI identifies rate-drop, FHA streamline, VA refinance, listed-home, and mortgage-insurance-removal candidates that can be pushed into a campaign or the Power Dialer queue. The Social Planner connects Facebook and Instagram with more platforms planned, schedules posts, and reports interactions. The reviews section summarizes Review Widget responses and routes ratings at or above the positive threshold to public review capture while sending lower ratings to a separate page.