Automation & Workflow
This section contains information on creating & troubleshooting automations. Work smarter, not harder.
Creating a Newsletter Campaign
This guide provides step-by-step instructions on how to create an automated newsletter for a mortgage business. By following these instructions, you c...
De-Duplication
Have you ever wondered what prevents your client from receiving the same automated message twice? Embedded into Scarlett Mortgage automation is a de-d...
Automation & Workflow
Scarlett Mortgage allows you to create automations to aid in your business. You can automate communication to your clients, referral sources, partners...
Managing Email Consent
This guide provides step-by-step instructions on how to manage consent for mortgage applications. It explains how to view and update consent status fo...
Why is my Automation sending Every Day?
If your automation is sending an email to your clients every day, the issue will lay either with your automation trigger or the filter you are using. ...
Automation using Contact Lists
There are times when you may need to send automated communication to a contact list, rather than a filtered set of clients from within your database. ...
Checking Reports on Automations
This guide provides step-by-step instructions on how to check reports on automations. It explains how to toggle automations on and off, access histori...
Changing an Email Image within Template Builder
This guide provides step-by-step instructions on how to change an email image within the Template Builder. It is useful for anyone who wants to easily...
Changing an Email Image within an Automation
This guide provides step-by-step instructions on how to change an email image within an automation. By following these simple steps, you can easily re...