Add co-borrower prospects to loan officer lists before outreach SLAs lapse

Your co-borrower records enter the loan system without marketing tags, causing missed nurture and lost cross-sell revenue. Marketing and loan officers get prioritized audience updates so follow-up happens before the next billing run.

Add co-borrower prospects to loan officer lists before outreach SLAs lapse

Add co-borrower prospects to loan officer lists before outreach SLAs lapse