(ID:0.100.3)0.100.3. Bank Selection

<aside> 🚀 Start Here 👉 Trigger: When the deal is manually moved to the Bank Selection Stage when the Strategy Call **is completed.

🥅  Goal: For the new client to get started on their Bank Selection, schedule their Bank Selection Call and show up prepared to the Bank Selection Call

🤺 Next Action: Move the deal into the Pre-Closing or Post-Closing **Stage upon completion of this call.

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What It Is

Once the Strategy Call completed, the deal was moved into the Bank Selection Stage. The deal will stay in this stage until the Bank Selection Call has been completed and moved into the next stage.

What You Do

When you have completed the Bank Selection, you will manually move the deal into the next stage. You can do this by clicking and dragging the deal from the Bank Selection to the Pre-Closing or Post-Closing **Stage, or by clicking the Stage dropdown at the top of the deal detail page.

What It Does

4-Bank Selection Automation (ID:21)

• Wait for 1 day
• Send 1:1 Email - Packet Confirmation (ID:30)(TID:100019): %FIRSTNAME%, packet sent - can you confirm?
• Wait for 72 hours
• Send Transactional Email - Bank Selection Reminder 1(ID:31) (TID:100020): %FIRSTNAME%, did you get started on the bank search?
• Wait for 72 hours
• Send Transactional Email - Bank Selection Reminder 2 (ID:32)(TID:100021): %FIRSTNAME%, did you reach out to the banks?
• Wait for 72 hours
• Send Transactional Email - Bank Selection Reminder 3 (ID:33)(TID:100022): %FIRSTNAME%, Are you ready?
• Notify Deal Owner: %FULLNAME% has yet to schedule a bank selection call
• Wait until conditions are met - If the client has not replied to any email in the last 60 days OR has not been sent any 1:1 email in the last 60 days.
• Move deal to Inactive Clients stage