This article shows you how to set up automated proactive loan reviews (and a birthday review). Basically, you set up BrokerEngine triggers based on specific review settings. Those triggers create a task or board card (or both) that prompts you and your team to proactively review a client's portfolio, make a recommendation, and generate new business. Optionally, you can set up a workflow (triggered by a task or board card) to automate a process (e.g. send the client a birthday message). Creating a follow-up workflow automation is described in a different article.
Contents
Prerequisites
Know how to create a workflow automation.
Video walkthrough
Learn about client review trigger options.
Opening the Client Reviews page
Go to the bottom left corner of the dashboard and click the account icon.
In the Settings column, click Contacts.
Click Client Reviews. A new page displays four review options that act as triggers.
Enabling a review trigger
For each trigger option listed below, you can configure BrokerEngine to create a task or Review Board card, or both. If you select Create Card on Review Board, be sure to select a stage for the card. When the configurations are complete, click Save at the bottom of the page.
Scheduled Client Reviews
Enable this option to trigger an event based on the calendar. The default setting is 12 months from the last review, but you can change that frequency.
If you enable multiple triggers on this page, BrokerEngine has a built-in feature to avoid duplicate reviews. Triggers for fixed rate or interest-only reviews, if enabled, override the Scheduled Client Reviews trigger. If, for example, a fixed rate review is triggered on June 1, BrokerEngine sets the Scheduled Client Reviews trigger for 12 months after that date.
Fixed Rate Expiry Reviews
The expiry date of each fixed rate settlement is recorded on BrokerEngine. You can trigger a review x number of days before the expiry date. The default setting is 70 days before, but you can change that number.
Interest-Only Expiry Reviews
Enable this option if you have clients with interest-only loans and fixed terms. You can trigger a review x number of days before the term expiry date recorded on BrokerEngine. Use the default setting (71 days) or enter a different number.
Client Birthday Reviews
Enable this option if you want to send the client an email or gift on their birthday. You can create a trigger x number of days before the birthday recorded on BrokerEngine. Use the default setting (7 days) or enter a different number.
Click here to learn how to create an automated workflow for birthday messages.
