Add pending purchase borrowers to starter nurture list
Add pending purchase borrowers to starter nurture list
Your pending purchase loan records aren't in your email list, delaying welcome messages and onboarding for new buyers. Add them to a starter nurture list so you can send welcome materials same day.
Overview
Pending purchase applicants left outside your email contacts create missed welcome and onboarding opportunities. Capture those borrowers into a starter nurture list so campaign managers and loan officers can send welcome materials and lender introductions same day.