Many deals are won through persistent follow-up. Lev's auto follow-up feature sends reminder emails to lenders who haven't responded.
How Auto Follow Ups Work
- Triggered when a lender hasn't replied
- Customizable timing and messaging
- Automatically stops when lender responds
- Can be turned off for specific lenders
Step-by-Step Instructions
1
Access Follow Up Settings
From the Outreach tab, click Follow Up Settings.
2
Enable Auto Follow Ups
Turn on Enable Automatic Follow Ups.
3
Set Timing
Configure when follow-ups send. Recommended timing: First follow-up (3-4 business days after initial email), Second follow-up (5-7 days after first), Third follow-up (7-10 days after second).
4
Customize Follow Up Message
Edit the follow-up email. Keep it shorter than the original, reference the initial email, and add urgency if applicable.
5
Set Stop Conditions
Auto follow-ups stop when: lender replies (any response), lender opens email X times, you manually update status, or max follow-ups reached.
6
Exclude Specific Lenders (Optional)
Turn off follow-ups for lenders you're already in contact with or who you know aren't interested.
7
Save Settings
Click Save to activate auto follow-ups.
Monitoring Follow Ups
- View scheduled follow-ups: See upcoming follow-ups in the Outreach tab
- Pause or cancel: You can pause or cancel follow-ups anytime
Tips
3 follow-ups is typically the sweet spot. Keep follow-ups brief and professional. Check responses daily—respond quickly when lenders engage. Turn off for lenders who have clearly passed.