Business owners capture funded borrower and agent contacts
Business owners capture funded borrower and agent contacts
Business owners miss post-close outreach when loans fund, letting referrals cool. Adds borrower and agent contacts into post-close campaigns so marketing reaches them before leads go cold.
Overview
Missed post-close outreach lets referral momentum cool and reduces repeat business. This workflow captures borrower and agent contacts at funding and enrolls them in post-closing campaigns, keeping nurture windows open and preventing missed follow-ups. Business owners get predictable handoffs and trackable marketing follow-through after closing.
Notable Features
- Create or update borrower records
- Add agent contacts and tags
- Enroll contacts in nurture campaigns