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Automations & Notifications Update

  • Under review

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Ben Krebs

This project will aim to refactor the existing Automations & Notifications system to be more reliable. We are also looking to add new Automations & Notifications to both Mortgage and Insurance processes.

If you have any suggestions for specific Automations and Notifications to assist your process please leave comments on this post for them to be considered.

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Activity Newest / Oldest

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Add a way for customers to electronically sign our disclosure document within their fact find.


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Hi. It would be great if we could customise Automations and Notifications based on the Profile Rank, ie select what ranks are included in specific automations and notifications. EG health only insurance clients don't need to complete full review questions that trail sends, so we don't want same activity generated.


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Kieran Sutherland

Hey guys, is there any way we could be able to setup notifications/activities as we move through the pipeline - i.e. when moving to Advice Delivered, we could generate a specific activity/task?


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Jackie Scott

Automations for fixed rate rollovers currently has one period to select for all lenders - it would be helpful if we could determine different timeframes for different lender's e.g. 60 days for ANZ and 45 days for ASB/Sovereign.


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Ben Krebs

Status changed to: Under review

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Ben Krebs

Status changed to: Planned