Client managers keep second-borrower birthdays on their calendar annually
Client managers keep second-borrower birthdays on their calendar annually
Client managers miss referrals when second-borrower birthdays go untracked after funding, weakening relationships. Add yearly birthday events at funding so originators send personal outreach.
Overview
Client managers risk losing referrals when personal touchpoints slip after closing. This workflow captures borrower birthdays at funding, creates yearly calendar reminders, and notifies originators so outreach becomes consistent and auditable. The result is fewer missed follow-ups and clearer relationship maintenance.
Notable Features
- Create yearly birthday calendar events
- Add borrower contact info to event
- Notify originator when event is created