Drip campaign & Email campaign portal is designed to manage email campaigns to communicate with Borrower, Loan Officers, Branch Managers Realtor and other Partners about the loan.

This portal is tightly integrated with Loan orgination software and triggers can be setup on any field with any condition.


Multi-step Campaigns

Email Campaigns with multiple steps can be setup easily. You can control the sequence of the steps and dependencies of those steps.

Easy Email template setup

Emails template can be setup easily with flexibility to choose different Header, Content, variable body and Footer.


Triggers can be setup using any encompass reporting or custom field with multiple conditions.


Campaigns can be scheduled to go automatically every one hour, specific interval or on a specific date/time.

Loan Status Updates

Customized Loan status updates will be sent to everyone involved in the loan process.

Tracking & Log

Every Campaign, step and email is tracked and logged.


Reports can be generated based on date range, campaign type, delivery and partner type.

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