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.
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.