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LenderSpark AI

Campaigns & Automation

Intelligence that adapts to your pipeline, learns from your team, and gets smarter over time.

Not just better text. Leveraged AI that scales your best practices.

Native Campaign Automation

🚀 Enterprise Marketing, Zero External Tools

We've built enterprise-level marketing automation directly into LenderSpark. No more Zapier. No more GoHighLevel. No more juggling external tools. Everything you need to nurture leads and automate follow-ups is native to the platform.

This is the feature that transforms LenderSpark from a great CRM into a complete mortgage business operating system.

LenderSpark Campaigns & Automation - 10 active campaigns with enrollment tracking, AI campaign builder, and compliance monitoring

Manage drip campaigns, track enrollment, and monitor compliance — all in one place

Key Features

⚡

Automatic Stage-Change Triggers

Campaigns automatically enroll leads when they move pipeline stages. No manual work required.

Trigger: Any stage → Qualified Action: Auto-enroll in "Qualified Nurture" Result: Instant activation
🔄

Stage-Aware Recurring Campaigns

The killer feature. Campaigns that know where leads are and adapt automatically.

While in "Qualified": → Send monthly check-in → Wait 30 days → Still in Qualified? Loop → Moved stages? Exit
🧠

Intelligent Conditions

Campaigns make decisions based on real-time data.

  • Is person still in stage?
  • Has person replied?
  • Loop or exit?
  • Jump to specific steps
📧

Multi-Channel Actions

5 action types, all native:

  • Send Email (Gmail)
  • Send SMS (Twilio)
  • Create Task (assign to team)
  • Delay (seconds to weeks)
  • Condition (smart branching)
⚙️

BullMQ Execution Engine

Enterprise-grade job queue with:

  • Automatic retries
  • Rate limiting
  • Concurrency control
  • Full audit trail
  • Real-time execution
📊

Campaign Analytics

Track performance in real-time:

  • Enrolled count
  • Completed count
  • Conversions
  • Conversion rate
  • Step execution history

Real Mortgage Use Cases

📋 Use Case #1: Qualified Lead Nurture

Trigger: Lead moves to "Qualified" stage

Campaign Flow:

  1. Send personalized "Let's get started" email immediately
  2. Wait 30 days
  3. Check: Still in Qualified stage?
    • ✅ Yes → Send monthly check-in, loop back to step 1
    • ❌ No → Exit campaign (they've progressed or gone cold)

Why it matters: Leads get consistent monthly touchpoints while qualified, but the system automatically stops when they move forward or backward. No manual management required.

📄 Use Case #2: Document Request Automation

Trigger: Lead reaches "Application Submitted" stage

Campaign Flow:

  1. Create task: "Review application and request missing docs"
  2. Wait 1 hour
  3. Send email: "Here's what we need from you..."
  4. Wait 2 days
  5. Check: Documents uploaded?
    • ✅ Yes → Exit campaign (success!)
    • ❌ No → Send SMS reminder
  6. Wait 3 more days
  7. Create task: "Follow up with applicant by phone"

Why it matters: Document collection is automated but escalates to human intervention when needed. Nothing falls through the cracks.

🎉 Use Case #3: Post-Close Engagement

Trigger: Loan reaches "Closed" stage

Campaign Flow:

  1. Send congratulations email immediately
  2. Wait 30 days
  3. Send "How's the new home?" check-in
  4. Wait 6 months
  5. Send "Time for a refinance review?" email
  6. Wait 30 days
  7. Check: Has client replied?
    • ✅ Yes → Exit and create task for LO
    • ❌ No → Send SMS with calendar link

Why it matters: Turn one-time customers into lifetime relationships. Automated but feels personal.

Before vs. After

How You Do Follow-Ups Today
❌ Without Campaigns
  • Manually send each follow-up email
  • Set reminders in calendar to check back
  • Forget about leads in the pipeline
  • Use Zapier ($20-750/mo) to automate basics
  • Email sequences don't know pipeline stage
  • Leads get irrelevant messages after they convert
  • Spend hours per week on repetitive tasks
✅ With Campaigns
  • Campaigns trigger automatically
  • System manages timing and follow-ups
  • Every lead gets consistent nurturing
  • Zero external tools required
  • Messages adapt to current stage
  • Campaigns exit when people convert
  • Set it once, runs forever

What Makes This Different From Other CRMs?

🧠 Leveraged AI, Not Bolt-On Text Generation

Most CRMs added AI as a text generator. LenderSpark was designed from day one to leverage intelligence across your entire operation.

What this means: AI has access to your regional market trends, customer interaction history, team best practices, and pipeline behavior. The platform gets smarter as AI models improve. When GPT-5/6 release, you get instant intelligence upgrades across all features — not just better text.

🎯 Stage-Aware Recurring Campaigns

Built on that foundation, our campaigns can:

  1. Check current stage before each action
  2. Loop indefinitely while conditions are met
  3. Exit automatically when people move stages
  4. Adapt in real-time to pipeline changes
  5. Generate unique content for each person at execution time

This is enterprise-level automation that learns and improves — not static workflows with prettier text.

💡 The Technical Advantage

We use BullMQ — the same job queue technology that powers companies like Netflix and Uber. This means:

  • Real-time execution (not polling every 15 minutes like Zapier)
  • Automatic retries with exponential backoff
  • Rate limiting to stay within email/SMS limits
  • Concurrency control (process multiple jobs simultaneously)
  • Full observability (see exactly what happened when)

This is enterprise-grade infrastructure that most CRMs don't have unless they're charging $500+/user/month.

🚀 Designed to Scale With You

Start with AI assistance. Graduate to AI suggestions. Streamline the system on your team's best practices. Let it handle more as you're ready.

You stay in control. The platform does the heavy lifting.

This isn't about replacing your team — it's about giving everyone speed and precision. The foundation is designed to get better as your team uses it and as AI models advance. A platform that grows with you.

What's Included

✅ Stage-Aware Automation

Campaigns that know where leads are in your pipeline and adapt automatically.

✅ Multi-Channel Actions

Email, SMS, task creation, delays, and intelligent conditions - all native.

✅ Recurring Campaigns

Set it once, runs forever. Monthly check-ins while leads stay in a stage.

✅ Enterprise Job Queue

BullMQ-powered execution with retries, rate limiting, and full audit trails.

🎉 Available Now

Automatic stage triggers, recurring campaigns, and intelligent conditions are live and operational.

What Does This Mean for Pricing?

Honest Answer: This Changes the Value Equation

Most mortgage CRMs offer basic contact management with email/SMS integration. Worth $100-150/user/month.

LenderSpark competes with Salesforce Marketing Cloud and HubSpot Professional. Worth $200-300/user/month or more.

We're not raising prices on existing customers. But new customers after October will get enterprise automation that used to require a $50K+/year budget.

What You Get LenderSpark Cost Elsewhere You Save
Mortgage-specific CRM ✅ Included $300-500/mo —
Marketing Automation ✅ Included $800-1,250/mo $800-1,250/mo
Zapier/Integration Tool ❌ Not Needed $20-750/mo $20-750/mo
Total Monthly Savings — — $820-2,000/mo

Ready to See It in Action?

Schedule a demo and we'll show you real campaigns running in real-time with your mortgage pipeline.

Schedule Your Demo

Questions? sales@lenderspark.ai

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