Financial services marketing: capture borrower referrals and trigger ABA email
Financial services marketing: capture borrower referrals and trigger ABA email
Marketing directors at lenders lose borrower referrals when Hunter source updates don't reach the marketing database. It creates marketing contacts and fires an ABA email for prompt engagement.
Overview
Lenders lose referral opportunities when Hunter-sourced borrowers never reach marketing. This workflow ensures every Hunter update creates a marketing contact and sends an ABA email, preventing missed referral follow-ups and preserving clear origin tracking.
Notable Features
- Create marketing contact from borrower
- Filter loans by Hunter source
- Trigger ABA email to referrals