Add loan status contacts to campaign lists for follow-up

Your loan status updates often miss your marketing lists, leaving borrower and realtor records out of sync and follow-ups delayed. Add and tag those contacts so milestone outreach runs same day.

Overview

When loan milestones aren't reflected in your campaign lists, borrower and realtor outreach gets missed and relationships cool. This flow captures and tags contacts on loan status updates so loan officers and campaign managers can launch milestone campaigns and reach contacts same day.