Your assets
Email and SMS sequences
Written for broking, triggered by what a borrower does rather than by a calendar. Twenty-seven email templates are verified in the account — and the SMS half is not, which is stated below rather than sold around.
What “triggered by the borrower” means
The sequences
6 sequences, 52 steps. The first steps of each are shown in full below; the rest are blurred because this is a preview of what is inside, not the library itself. The step counts are real either way.
New enquiry response
9 stepsFires when · A form is submitted, a call is missed, or a chat is escalated
- nowSMSImmediate acknowledgementSent within a minute. The single highest-value message in the set.
- nowEmailWhat happens nextNames you, sets the timeline, and links the booking calendar.
- +1dSMSStill the right time?Fires only if the first two went unanswered.
- +2dEmailThe three things I will needPre-frames the document request so it is not a surprise.
+ 5 more steps in the build
Template folder 018 New Lead [scan, 21 Jul 2026]
Lead magnet follow-up
7 stepsFires when · A guide, calculator or checklist is downloaded
- nowEmailHere is the thing you asked forDelivery, with no pitch attached to it.
- +2dEmailThe part most people get wrongTeaches something real before asking for anything.
- +4dSMSWorth a fifteen-minute call?The first ask, once the guide has had time to land.
+ 4 more steps in the build
Template folder 017 Lead Magnet [scan, 21 Jul 2026]
Appointment and no-show recovery
8 stepsFires when · A booking is made, or a booking is missed
- -1dSMSTomorrow at [time]The reminder that does most of the work on no-show rates.
- nowSMSStarting in an hourWith the video link, so nobody hunts for it.
- nowEmailSorry we missed youFires on a no-show, with a one-click rebook.
+ 5 more steps in the build
Configured automation flows; 13 workflows published [scan, 21 Jul 2026]
Document chase
6 stepsFires when · A checklist item is still outstanding
- +2dSMSOne item leftNames the specific document rather than saying "some documents".
- +4dEmailHere is the link againUpload link, no login, works on a phone.
+ 4 more steps in the build
Doc collection and smart chaser (5.2) [snapshot doc 05]
Post-settlement nurture
12 stepsFires when · A deal reaches a settled stage
- +7dEmailSettled — and what happens nowThe handover note, and the first of the check-ins.
- +30dSMSHow is the new repayment sitting?Catches a problem while it is still small.
- +180dEmailSix-month position reviewThe one that earns the next loan.
+ 9 more steps in the build
Not verified. The retention pipeline exists, but the Group B lifecycle date fields these read are 8/8 missing — no Settlement Date, Fixed Rate Expiry or Annual Review field [scan, 21 Jul 2026]
Fixed-rate expiry and repricing
10 stepsFires when · A fixed rate is approaching its roll-off date
- -90dEmailYour fixed rate ends in three monthsEarly enough to act, late enough to be real.
- -60dSMSWant me to check the market?One question, one reply, no form.
+ 8 more steps in the build
Not verified. UNVERIFIED for the same reason — the date field this sequence reads does not exist in the account [scan, 21 Jul 2026]
What it does not do
The email half is verified in the account. The SMS half is not — there are no saved SMS templates, and whether SMS ships as a deliverable is a question for the walkthrough rather than a promise made here.
This is the asset behind Convert more deals.
See it in your own account
Every capture on this page is the live Finance OS account, not a mock-up. A walkthrough is half an hour in it on your own workflow, and a straight answer on what is built and what is not.