Post-Close & Retention AutomationPurpose
1.2. Automatedly identify qualified customers based on closed mortgage criteria, transaction history, life events, and loan milestones.
1.3. Automate the flow of actionable lead information to the correct sales rep using CRM, messaging, or notification systems.
1.4. Ensure continuous automating monitoring of customer engagement and trigger real-time alerts for up and cross-sell moments.
Trigger Conditions
2.2. System automates scan for recent customer milestones (anniversaries, birthdays, major home improvement activities).
2.3. Automatic data analysis detects qualified upsell/cross-sell attributes (rate drops, equity increase, upcoming insurance needs).
2.4. Automate trigger based on inactivity or engagement scoring in CRM post-close.
2.5. Automated reception of external partner API events (e.g., title agent or insurance binder API).
Platform Variants
• Feature: Process Builder/Flow
• Setting: Automate alerts using “Create Record” or “Send Email/Notification” action when Lead/Opportunity meets cross-sell conditions.
3.2. HubSpot
• Feature: Workflow Automation
• Setting: Automate task/email notification to assigned rep based on List/Property change automation trigger.
3.3. Microsoft Dynamics 365
• Feature: Power Automate
• Setting: Automate Teams/Email alert for Opportunity or Contact workflow event.
3.4. Twilio
• Feature: Programmable SMS API
• Setting: Configure automated SMS alert to sales via endpoint on trigger event.
3.5. Slack
• Feature: Incoming Webhooks
• Setting: Automate posting to sales-specific Slack channel on cross-sell event.
3.6. Google Chat
• Feature: Webhook Bots
• Setting: Configure bot to automatedly notify relevant room/user on trigger.
3.7. SendGrid
• Feature: API Email Alerts
• Setting: Automatedly dispatch customized alert email based on API event.
3.8. Mailgun
• Feature: Send Email API
• Setting: Automate email notification for sales when new opportunity flagged.
3.9. Zoho CRM
• Feature: Workflow Rules/Functions
• Setting: Automate cross-sell alert with Criteria/Action configuration.
3.10. Pipedrive
• Feature: Workflow Automations
• Setting: Automate alert generation on deal update triggers.
3.11. ActiveCampaign
• Feature: Automations
• Setting: Send task/email alert to sales when contact matches cross-sell segment.
3.12. Freshsales
• Feature: Workflow Automation
• Setting: Configure automation rule to notify salesperson.
3.13. Intercom
• Feature: Custom Bots
• Setting: Automate in-app or email notification when user triggers defined event.
3.14. Zendesk Sell
• Feature: Automation Actions
• Setting: Automate internal note/email when contact meets upsell criteria.
3.15. Asana
• Feature: Rules Automation
• Setting: Create automated task/alert for sales rep in assigned project.
3.16. Jira Service Management
• Feature: Automation Rules
• Setting: Automate ticket/notification for sales follow-up.
3.17. Monday.com
• Feature: Automations Center
• Setting: Automated notification task sent to sales team.
3.18. AirTable
• Feature: Automations
• Setting: Configure record-triggered email or Slack alert.
3.19. Trello
• Feature: Butler Automation
• Setting: Automatedly create a card or alert on sales board for flagged clients.
3.20. Notion
• Feature: Automations with Integrations
• Setting: Automated task or page mention when property set to cross-sell.
3.21. Smartsheet
• Feature: Automated Alerts and Actions
• Setting: Alert assigned user via email/mobile when new lead qualifies for up/cross-sell.
3.22. Microsoft Teams
• Feature: Webhook/Power Automate
• Setting: Automate channel message to sales group.
Benefits
4.2. Automates repetitive alerting, freeing sales for high-value engagement.
4.3. Automated alert delivery ensures accountability and rapid response.
4.4. Improves sales team productivity via centralized, automatable lead routing.
4.5. Enables scalable post-close follow-up and automating retention workflows.