Playbooks

Choose, Edit, Activate Free Marketing and Communication Playbook Automations

Events

• Playbooks - Holiday Greeting Automations
• Aidium Quickstart

Loan Milestones

• Setup New Loan/Transaction Automations to Quickly Begin Sending Loan Updates to Contacts

Retargeting

• Playbook - Refinance Check-in Automation

Integrations

• Playbooks - SimpleNexus Automations

Introduction

• How to Install a Playbook Automation
• How to Install Entire Set of Playbook Automations
• How to Edit Copied Playbook Automations