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Create estimated closing events in your team calendar

Create estimated closing events in your team calendar

Your loan estimated closing dates aren't added to the shared calendar, so campaigns and outreach go uncoordinated. Add events automatically so marketing and ops can plan ahead of closing.

Create estimated closing events in your team calendar

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Overview

When estimated closing dates live only in the loan system, campaign planning and outreach slip into last-minute mode. This flow writes an all-day event to the shared calendar within minutes of an update, giving marketing and ops coordinators the lead time they need to schedule collateral and outreach before closing.

Create estimated closing events in your team calendar