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BrokerEngine + Cardly

Send welcome cards with Cardly for new BrokerEngine contacts

Automatically welcome new clients to your service and send a personalized welcome card with Cardly when they're added to BrokerEngine. We'll take your specified template and artwork, combine them with your customer's details and create a personalized, handwritten card, then mail it straight to their home. Improve your onboarding process and add a personal touch with tailored, quality welcome cards with Cardly.

Automatically welcome new clients to your service and send a personalized welcome card with Cardly when they're added to BrokerEngine. We'll take your specified template and artwork, combine them with your customer's details and create a personalized, handwritten card, then mail it straight to their home. Improve your onboarding process and add a personal touch with tailored, quality welcome cards with Cardly.

  1. When this happens...
    BrokerEngineBrokerEngine
    New Contact Created

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    CardlyCardly
    Send a Card

    Send a card using a template and selected artwork.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Date Field

    Trigger
    Instant
    Try It
  • BrokerEngine triggers, actions, and search

    New Card on Board

    Triggers when a new card on a specific board or regardless of board is created.

    Trigger
    Instant
    Try It
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brokerengine logo

About BrokerEngine

BrokerEngine is the first and only mortgage broker software guaranteed to grow your revenue while working fewer hours, with push-button automation and workflows that free you up to focus on your highest-value activities.
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Related categories

  • CRM (Customer Relationship Management)

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cardly logo
cardly logo

About Cardly

Cardly helps businesses create great engagement with customers by getting out of inboxes and into mailboxes.

Related categories

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