This article shows you how to publish the Broli workflow's within your BrokerEngine account. After you complete this set up, which takes less than five minutes, the workflows will trigger as your deals move through the relevant deal stages.
Contents
Publishing workflows in your account (Walkthrough Video)
Prerequisites
BrokerEngine has a set of pre-built workflows for the Broli offering. If you cannot find these workflows in your account, contact us at support@brokerengine.com.au to get them copied to your account.
Reviewing Broli Workflows in BrokerEngine
There are 2 out-of-the-box workflows available to you. Each workflow comes with email templates that prompt your client's to reach out to you if they have any commercial or asset finance needs. The workflows are created for the following stages:
1. Settlement
a. Initial Outreach
DELAY PERIOD OF 30 DAYS
b. Follow up: Commercial and Asset Opportunities
DELAY PERIOD OF 30 DAYS
c. Final Follow Up
2. Settlement (Post Settlement Quarterly Check In)
a. 3 Months Post Settlement
b. 6 Months Post Settlement
c. 1 Year Post Settlement
d. 2 Years Post Settlement
