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Automate MoveMeIn Referrals

  • Updated

Use our automation tools to set up MoveMeIn reminders to your stage checklists. This means you spend less time managing referrals and take advantage of every referral opportunity. To get the most out of our Move Me In referrals, use our automation tools.

  • Workflows allow you to trigger an email when a deal reaches a specific stage.

  • Checklists allow you to create custom task lists for different client categories, product types, and deal stages.

Contents

Prerequisites
Adding an email to the AIP Issued Workflow 
Creating a template
Configuring workflow steps
Testing and revising
Adding a referral item to a checklist
Related articles

Prerequisites

Know how to open and edit workflow automations.

Adding an email to the AIP-issued stage

Here's a Move Me In workflow email template you can use as a soft introduction for purchases (with a brochure attached) at the stage AIP Issued and the standard Your loan has been submitted email.

 

 

Hi Kim,

 

When I last moved house, getting set up with phone, internet, electricity, Foxtel etc. was a painful process.

 

To help you avoid this, we have partnered with a utility brokerage called Move Me In. They offer a free service that allows you to connect all your utilities in under 10 minutes, including:

  • Electricity and gas

  • Telephone/Internet/Pay TV

  • Insurance

  • Removals

  • Solar and battery

Once you have signed a contract, I’ll make an introduction to Move Me In, should you wish to use their service. There is no obligation, but many of my clients have found this service useful to save them valuable time and money during the busy moving period.

 

For more information, please see the attached brochure, and I’ll be in touch again closer to the time.

 

Creating a template

To add an introduction email workflow:

  1. Click the account icon (with your initials).

  2. Click Settings 

  3. In the Settings panel, select Workflow.

  4. Click Workflow Templates. The Workflow Templates page loads with all your templates. 

  5. Click + New. A blank workflow template loads. 

Configuring settings

We recommend these settings:

  1. Deal Stage Enters - Submitted for Pre-Approval / AIP.

  2. Trigger Conditions - Only trigger this workflow if the following conditions are met.

  3. Deal Type - Purchase.

  4. Apply Workflow to - Entire Broker Group

     

Configuring workflow steps

1. Click Add Step
2. Select Email 

3. Click the Select Template field
4. Select Add Template. A blank email template displays. 

5. Give your template a name 

 

 

6. Update the Subject line and email body. To add personalised touches (e.g. add your client’s first name), use the Mail Merge fields in the sidebar.

  1. Position the cursor where you want a personalised field and click the mail merge field name.

  2. Copy the above template into the Email Body (or write your own) 

  3. Click Add Template

  4. Click Save  at the top of the Workflow Builder

  5. Click Publish

You can place merge fields in the subject line. Click here to learn more.

 

Testing and revising

Test the automation and message by moving a card into the stage. After confirming that BrokerEngine generates the email you expect, change the Send Option in the email step of the workflow you just created to Email Template Recipients.

 

 
Now when a deal with the Purchase deal type in the funding position moves to stage AIP Issued, this email will trigger and be sent directly to your clients. 

Adding a referral item to a checklist

Adding a Move Me In referral to your Formal Approval checklist helps ensure you receive a reminder to refer a client to Move Me In once they reach the AIP-issued stage.

  1. Click the account icon (your initials) in the bottom left hand corner of any screen 

  2. Click Settings

  3. In the Settings panel, select Checklists.

  4. Open your Checklist Template that is set as the Default in your group

 

Scroll down to Formal Approval Checklist. Click the plus (+) to add an item to the checklist.

 

Enter a descriptive title, like Refer client to Move Me In.

 

 

Switch on the Checklist Item Display Criteria toggle. Go to the Display When Deal Type is field and select 1. Purchase. Click Add Item.

 

 

BrokerEngine adds the item and auto-saves the checklist.

 

 

Related articles

Integrate Move Me In with BrokerEngine
Refer Clients to Move Me In for Home Connections

 

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