Variables:
Broker email
Broker name
Broker phone
Broker agent name
Broker address
USER Emails
Email 1
Trigger: sign up
From: business email
To: customer
Subject: Confirmation instructions
Hi there {{email}}, We just want to make sure you are a real person, so please activate your account by clicking this button: |
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Thank you so much and have a wonderful day! {name} |
Email 2
Trigger: email activation, user created
From: business email
To: customer
Subject: Welcome to Richie AI Demo
Hey there our new user, We are excited to have you on board! Now that you’ve made your account, there are a few more steps before we can submit your application to lenders. We’ve made the whole process as streamlined and intuitive as possible. It takes less than 3 minutes, and it saves you as much as 19% on your next business loan. Here are the next 4 steps that can help you get funded as soon as tomorrow:
Remember, Richie AI Demo gets you rates that are not available anywhere else. No other broker or lender can offer you a loan at our wholesale rate. |
Truly yours, {name} |
Email 3
Trigger: application submitted
From: business email
To: customer
Subject: Hey Welcome Your Application is Submitted
Hey there {Name}, Now that you’ve made your account, there are a few more steps before we can submit your application to lenders. We’ve made the whole process as streamlined and intuitive as possible. It takes less than 3 minutes, and it saves you as much as 19% on your next business loan. Here are the next 4 steps that can help you get funded as soon as tomorrow:
Remember, Richie AI Demo gets you rates that are not available anywhere else. No other broker or lender can offer you a loan at our wholesale rate. |
Truly yours, {name} |
Email 4
Trigger: Hit forgot password
From: business email
To: customer
Subject: Reset password instructions
Hello {email}! Someone has requested a link to change your password. You can do this through the link below. |
If you didn't request this, please ignore this email. Your password won't change until you access the link above and create a new one. |
Thank you so much and have a wonderful day! {name} |
Email 5
Trigger: offer received from a lender
From email: broker email
To email: client email
Subject: Hey, you've got a new offer!
Hey there {Name}, |
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Thank you so much and have a wonderful day! {name} |
Email 6
Trigger: offer accepted by the client
From email: broker email
To email: client email
Subject: Offer is in review
Hey there {Name}, Your contract with Lender is on the way! |
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Thank you so much and have a wonderful day! {name} |
CRM Emails
Email 7
Trigger: haven’t finished the sign up process
From email: broker email
To email: client email
Hey, {email}, finish your account
Hi friend, My name is Super Admin, I am an account executive at Richie AI Demo. Please, go ahead and create an account. Just follow the link below and sign up |
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Thank you so much and have a wonderful day! {name} |
Email 8
Trigger: haven’t finished the sign up process
From email: broker email
To email: client email
Subject: Hey, {email}, finish your account
Hi friend,
My name is Super Admin, I am an account executive at Richie AI Demo.
It was a pleasure speaking with you just now. As I said over the phone, please, go ahead and finish your business profile. Just follow the link below and answer the missing questions:
Finish Now |
Thank you so much and have a wonderful day!
{name}
{position}
{email}
{phone}
{address}
Email 9
Trigger: invite sent from agent
From email: agent email
To email: client email
Subject: Hi, it's Agent from Richie AI Demo
Hello there! It's Agent, Thanks for speaking with me earlier, as I explained to you previously, please follow the link below and begin creating your loan application: SUBMIT APPLICATION |
Thank you so much and have a wonderful day! {name} |
Email 10
Trigger: client accepted the offer
From email: CRM
To: broker
Subject: {Customer} Accepted Offer
User: {Customer name}, has submitted offer for review
Review Offer
Email 11
Trigger: client declined the offer
From email: CRM
To: broker
Subject: {Customer}: Declined Offer
User: {Customer}, has declined offer.
Review Offer