Automation & Workflow

This guide provides step-by-step instructions on how to share an automation with your team on the Scarlett Mortgage portal. By following these steps, ...

This guide provides step-by-step instructions on how to import a templated automation into your main library of automations in Scarlett Mortgage. By ...

By default, automations will send from yourname@scarlettnetwork.com with your email address as the reply-to field. If you would like to have them se...

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. ...

This guide provides step-by-step instructions on how to create an automated newsletter for a mortgage business. By following these instructions, you c...

Have you ever wondered what prevents your client from receiving the same automated message twice? Embedded into Scarlett Mortgage automation is a de-d...

Scarlett Mortgage allows you to create automations to aid in your business. You can automate communication to your clients, referral sources, partners...

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...

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. ...

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...

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...

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...