AC
Acme Co. ↓
Automation builder
Refi-eligible borrower → SMS + email
Add node
— TRIGGERS
— CONDITIONS
— ACTIONS
— TRIGGER
Rate drop ≥ 50 bps
↓
— CONDITION
Borrower has ≥ 25% equity
↓ YES
↓ NO
— ACTION · SMS
Send personalized SMS
↓
— WAIT
Wait 24 hours
↓
— ACTION · EMAIL
Send follow-up email
— ACTION · CRM
Tag & exit