Client managers keep buyer attorneys in post-close marketing lists
Client managers keep buyer attorneys in post-close marketing lists
Client managers miss attorneys when funded loans aren't sent to marketing, risking lost referrals. It adds or updates attorneys in your marketing audience after funding, enabling post-close nurture.
Overview
Client managers risk losing referral opportunities when buyer attorneys aren't included in post-close outreach. This workflow captures and enriches attorney contacts as loans fund and tags them by originator, giving marketing and client managers an accurate audience for nurture. Teams report cleaner audiences, faster follow-up, and fewer missed referrals.
Notable Features
- Add or update attorney records
- Tag attorneys by originator
- Notify client managers of additions