Skip to content
Templates
Create second-borrower birthday events for client managers before renewals lapse

Create second-borrower birthday events for client managers before renewals lapse

Your funded loan records often miss second-borrower birthdays, causing missed client touchpoints and weaker referral opportunities. Keep client managers on schedule with yearly reminders so outreach happens before renewals lapse.

Create second-borrower birthday events for client managers before renewals lapse

Workflow preview:

Zap details:

Create second-borrower birthday events for client managers before renewals lapse