Automations

Overview

You can create automations to send event driven emails to clients and users. For the most part the Automations page is self-explanatory, however it's important to understand the following for Lead-In automations and pre-built automations.

Lead-In Manual Status Trigger Automations

You may wish to set up Automations that trigger when a Lead is created, for example via the Embedded Application, or otherwise. To do this, you will need to set the Trigger to 'Manual Status Update' and select the 'Lead-In' Status. There are some complexities involved with this though.

1. If you plan to have Leads created via the Embedded Application Form, you need to ensure that the embed link contains the Assigned User parameter. This will ensure that the resulting lead is linked to a user. Automations require a user to be assigned to a Lead, in order to Trigger. If there is no user assigned, the system cannot know who's Automation to Trigger.
   
   
2. For most Manual Status Updates, we will be able to instantly display a pop-up notifying you about the activity of any Automation you may have triggered. However, there are some exceptions to this. A few of our Statuses can be automatically set by either the System, the Lender, or the Call-queue (if you have this feature active), as well as being manually updated by the Broker. Our system currently does not handle showing a pop-up for: Lead-In, Fake-Lead or Submitted Statuses. The Automation will still execute as per normal, but you will need to check the History page in the Automations section to see this. This is due to additional complexity in the code required, which we will solve for once development timelines allow.

Pre-Built Automations

Lend comes with pre-built automations. It's important that you know what these are in order to prevent creating automations that may double up.

Recipient	Type	When	Details
Client	Email	Pending loan application	If AutoSend is ON (without ForceSend) the application needs to be 100% complete before auto sending to a lender. The system sends two reminders (48 and 72 hrs) asking the client to complete the application. These automations will not run if already sent to a lender.
Client	Email	Bank statements failure	If there was an error with the statements retrieval via illion the client is notified.
Client	Email & SMS	New finance enquiry	When the client uses the Basic iframe to submit a lead they receive a confirmation.
Broker	Email & SMS	Pending loan application	If AutoSend is ON (without ForceSend) the application needs to be 100% complete before auto sending to a lender. The system sends two reminders (48 and 72 hrs) informing you. These automations will not run if already sent to a lender.
Broker	Email & SMS	Bank statements failure	If there was an error with the statements retrieval via illion we will also notify you. In some cases it may be due to the illion BrokerFlow ID.
Broker	Email & SMS	Bank statements held for review	If some circumstances our support team will review the bank statements analysis. We will let you know when bank statements have been held for review.
Broker	Email & SMS	Bank statements analysed	After the system has analysed the bank statement transaction data.
Broker	Email & SMS	No lenders found	If we can't send it because it does not meet the criteria of any lenders.
Broker	Email & SMS	Mandatory fields missing	If we can't send it because it does not have all the mandatory fields filled.
Broker	Email & SMS	Sent to lender	If an application has AutoSend turned on we will let you know when it was sent and to which lender.
Broker	Email & SMS	Uncontactable	If a lender is unable to reach your client.
Broker	Email & SMS	Unable to help	If after sending to a lender they are unable to help because it was unqualified or declined by client.
Broker	Email & SMS	Closed	This could be due to any of the following reasons: - It's a duplicate with all available lenders - It has been sent to the maximum number of lenders - There are no other lenders available (doesn't meet criteria of other lenders) - The client has said they are no longer interested or requested not to be called
Broker	Email & SMS	Funded	We'll notify you when a deal settles.
Broker	Email & SMS	New application	When a new application has been added to your account automatically (i.e. via the Broker API or iframe or link).
Broker	Email & SMS	Application update	When a client updates an existing application.
Broker	Email	Task due and overdue	When adding a task you can set an email reminder. We will remind you 10 minutes before it's due and when it's overdue.
Broker	Email	Assigned	When someone from your organisation assigns a lead/application to you.
Broker	Email	SMS from client	If your client replies to an SMS you have sent via Lend.