Business owners: prevent missed lender outreach on appraisals
Business owners: prevent missed lender outreach on appraisals
Business owners miss appraisal dates in calendars, causing lender outreach gaps and loan delays. Trigger lender alerts when appraisal dates are due or past so follow-up happens quickly.
Overview
Missed appraisal alerts stall loan progress and risk borrower satisfaction—business owners need confidence lenders are contacted. This workflow turns due or lapsed appraisal calendar events into lender notifications and CRM follow-ups, eliminating missed outreach and creating clear, auditable handoffs so loans keep moving.
Notable Features
- Detect appraisal-labeled calendar events
- Notify lenders and operations coordinators
- Create follow-up task in CRM