A loan company is looking for a way to have emails be sent to customers applying for loans from the loan officer they’re working with.
However, the company doesn’t want to have to train and support each loan officer using the marketing automation and CRM software.
So we have been tasked with sending personalized email from each broker without making these 50 people Infusionsoft users.
Here’s a video showing how we did this.
Please contact us if you have any questions!