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Add closed loans to post-close marketing audience segments

Add closed loans to post-close marketing audience segments

Closed loan records don't reach your marketing audience, causing missed post-close offers and cluttered lists. This keeps contact tags current so your loan officer can run follow-up the same day.

Add closed loans to post-close marketing audience segments

Overview

Stop letting closed borrowers fall through your marketing lists and accidentally receive the wrong campaigns. This keeps post-close contacts in the right segments and strips in-process tags so your loan officer and campaign manager can run targeted follow-up the same day.

Add closed loans to post-close marketing audience segments