Business owners trigger lender outreach when deals advance
Business owners trigger lender outreach when deals advance
Business owners lose lender momentum when deals hit LOI or under contract, risking funding delays. Create high-priority lender interaction records so coordinators can begin outreach quickly.
Overview
Business owners risk stalled closings when lenders aren't engaged as deals advance. This workflow creates high-priority lender interaction records and notifies funding coordinators so outreach happens without delay, preventing missed opportunities and smoothing funding coordination.
Notable Features
- Create high-priority interaction records
- Match lenders by industry interest
- Alert funding coordinators for follow-up