For client managers: enroll second borrowers after funding
For client managers: enroll second borrowers after funding
Client managers miss second borrowers when funded loans aren't enrolled, causing lost post-close outreach and incomplete client records. So client managers can begin post-close outreach.
Overview
Client managers risk losing post-close engagement when second borrowers aren’t enrolled in marketing audiences. This workflow captures every second borrower for funded loans by originator and adds them to your past-clients audience, eliminating manual enrollment and missed follow-ups. Customers report cleaner audience lists and fewer manual enrollments.
Notable Features
- Add or update borrower records
- Tag contacts by originator
- Filter funded loans by originator