Add completed purchase borrowers to welcome email list

You miss quick borrower outreach when completed purchase records never reach your email lists. Add borrowers to the welcome segment so loan officers and campaign managers can message them same day.

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Overview

Stop leaving new buyers out of your nurture funnel: this flow moves completed purchase borrowers into your welcome segment so loan officers and marketing can send coordinated onboarding messages. That means borrowers receive targeted outreach same day, improving engagement ahead of closing.