Enroll instructed borrowers into post close review flow
Enroll instructed borrowers into post close review flow
Your instructed mortgage records miss timely review outreach, so borrower feedback is often lost. Send review invitations to instructed borrowers automatically to capture feedback within days.
Overview
When a mortgage hits the instructed stage you have a narrow window to capture client goodwill — without automated outreach those reviews are easily lost. This flow enrolls instructed borrowers into your review program automatically, turning closing momentum into public reviews within days.