Follow-ups that happen on their own.
Automation rules watch for events — a stage change, a payment due, a maturity approaching, an insurance expiry — and send the right message or create the right task. Your team works from a single task list.
Step by step
- Choose a triggerA date (payment due, maturity, expiry) or an event (stage change, payment received).
- Choose the actionSend an email or SMS from a template, or create a task.
- Switch it onRules run every day for every matching loan or lead.
- Work your listMy tasks, team tasks and a reminders calendar.
What changes
- Nothing depends on someone remembering
- Consistent borrower communication
- Less admin, more lending
Used by
- Everyone on the team
Capabilities
Ready-made rules
Payment reminders, receipts, maturity notices and more.
Your own rules
Built from triggers, conditions and actions.
Message templates
Email and SMS with merge fields.
Task lists
Mine, team, calendar and completed.
No duplicates
A rule won't create a task the file already has open.
Consent and opt-out
SMS STOP handling and CASL-minded messaging.
Questions about tasks & automation
Can we turn automated messages off?
Yes. Each automated message can be switched on or off, and the wording edited.
Works together with
CRM & contacts
A CRM built for private lending: borrowers, guarantors, lenders, brokers and lawyers with calls, emails, SMS, notes, tasks and documents on one timeline.
Learn more →NSF & collections
NSF handling with fees and notices, a collections workflow with reminders, arrangements, letters, lawyer referral and enforcement tracking for private mortgages.
Learn more →Renewals
A 90-day maturity pipeline, renewal offers with new terms and fees, updated property information and lender consent — recorded as a new term on the same loan.
Learn more →See your loan book in Amortivo.
A 30-minute walkthrough with your own scenarios — origination to investor payout.