Add marketing tag to borrower when disclosure sent
Add marketing tag to borrower when disclosure sent
Your disclosure updates leave borrower records out of sync and campaigns untargeted. This keeps stage tags and owner assignments current so campaigns start with context within minutes.
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Overview
Disclosure-stage changes often leave marketing without accurate stage tags, resulting in delayed or mistargeted campaigns. This flow captures disclosure updates, updates or creates borrower records, and applies the correct marketing sequence so campaign managers can launch targeted outreach within minutes.