Add won deal contacts to client mailing list

Your won deals often miss adding borrowers to your email list, which delays post-close outreach and onboarding. Add and tag contacts for campaigns and write a deal note automatically same day.

Overview

When deals close, new borrowers should flow straight into your post-close campaigns, not sit in a queue. This workflow ensures contacts are subscribed, tagged, and logged on the deal so campaign managers and customer care can start outreach the same day.