Add commission-paid loan contacts to nurture email list
Add commission-paid loan contacts to nurture email list
Your post-closing borrower records aren't reaching contact lists, causing missed referral asks and delayed nurture. Follow-up happens same day by adding them to your newsletter and originator segments.
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Overview
When a loan moves to commission-paid, this keeps your contact lists current and gives originators credit for referrals. Campaign managers can launch post-close nurture and referral outreach the same day, avoiding missed opportunities.