Business owners keep loan officers ready for Realtor meetings
Business owners keep loan officers ready for Realtor meetings
Business owners in loan sales miss prep when Realtor meetings book, causing outreach gaps and last-minute handoffs. Send SMS alerts so loan officers and staff prepare before the appointment.
Overview
Realtor strategy bookings often arrive without internal prep, causing missed outreach and awkward handoffs. This workflow routes every booking to loan officers and staff via SMS and internal alerts, ensuring meetings are staffed and stakeholders coordinate ahead of the appointment, reducing missed follow-ups and late preparation.
Notable Features
- Notify loan officers via SMS
- Create or update contact in CRM
- Flag meeting for resource assignment