AC
Acme Co. ↓
⌕ ⌘K
? ◔
AP
Alex Park Owner

Automation builder

Refi-eligible borrower → SMS + email
OverviewBuilderTriggersConditionsActionsSequencesLogs
Add node
— TRIGGERS
— CONDITIONS
— ACTIONS
— TRIGGER
Rate drop ≥ 50 bps
market.rate.delta < -0.005
↓
— CONDITION
Borrower has ≥ 25% equity
contact.equity_pct ≥ 0.25
↓ YES
↓ NO
— ACTION · SMS
Send personalized SMS
template: refi-trigger-v3
↓
— WAIT
Wait 24 hours
unless reply received
↓
— ACTION · EMAIL
Send follow-up email
template: refi-trigger-email-v2
— ACTION · CRM
Tag & exit
tag: low-equity-skip