Add servicing transfer rows to courtesy email list
Add servicing transfer rows to courtesy email list
Your transfer rows are entered manually, delaying borrower notices and creating follow-up gaps. It adds recipients to a courtesy email list so messages go out reliably before transfer dates.
Overview
Stop relying on manual copy-paste to build your courtesy mailing audience; this flow enrolls spreadsheet rows into the subscriber list so client experience managers and campaign coordinators can send transfer notices reliably. Communications are populated and ready within minutes of row entry, keeping outreach ahead of transfer dates.