Ensure borrowers get draw guide after Loan ID update
Ensure borrowers get draw guide after Loan ID update
Support agents miss onboarding when Loan ID updates go unnoticed, causing missed draw instructions. Automated emails send the draw guide after Loan ID updates, preventing manual follow-up.
Overview
Support agents face onboarding delays and repeat tickets when borrowers don't receive draw instructions. This workflow delivers the draw process guide as soon as a Loan ID is added, eliminating missed documentation and reducing manual handoffs. The result is faster borrower readiness and dramatically fewer follow-ups.
Notable Features
- Send draw guide on update
- Verify borrower email before sending
- Log delivery and create ticket