Business owners: Prevent missed mortgage pre-approval leads and route to lenders instantly
Business owners: Prevent missed mortgage pre-approval leads and route to lenders instantly
Business owners miss pre-approval emails with attachments, risking lost lender handoffs. This routes every pre-approval and attachment to the right lender and ops coordinator so handoffs are quicker.
Overview
Missed mortgage pre-approval emails cost momentum with lenders and stall closings. This workflow guarantees every pre-approval and attachment is routed to the right lender and ops coordinator, eliminating missed handoffs and driving faster handoffs and clearer audit trails.
Notable Features
- Route pre-approvals to lenders
- Attach original files to notifications
- Alert ops coordinators for follow-up