Create funded loan event files for nurture campaigns
Create funded loan event files for nurture campaigns
You miss funded-loan updates when records don't export, leaving nurture teams unaware of closings. Deliver event files to storage so campaigns enroll funded clients within hours.
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Overview
When funded loans fail to export, your nurture targeting and attribution break and campaign timing slips. This workflow writes clean funded-loan event files to centralized storage so campaign managers can enroll clients and reconcile reporting within hours.