Client managers capture borrower birthdays after loan funding
Client managers capture borrower birthdays after loan funding
Client managers miss borrower birthdays after funding, hurting personalized outreach. Add a yearly calendar reminder when loans update to funded, so client managers trigger timely outreach.
Overview
Client managers risk losing referral and retention opportunities when borrower birthdays aren't tracked after funding. This workflow creates yearly calendar reminders as loans move to funded, preventing missed birthday outreach and keeping relationships active. Sales ops eliminate manual calendar updates so client managers spend time on high-value conversations.
Notable Features
- Add borrower birthdays to calendar
- Create yearly reminder entries
- Notify assigned client manager