For mortgage brokers: ensure new client onboarding SMS sent

Mortgage brokers failing to send onboarding SMS after welcome flags risk delayed closings. This flow sends an SMS when the flag is set so clients get onboarding steps and brokers confirm next actions.

Overview

Missed onboarding messages can delay closings and erode borrower trust for mortgage brokers. This workflow sends an SMS when the welcome-call flag is set so clients receive onboarding steps and brokers confirm next actions, delivering faster first contact and fewer missed follow-ups.

Notable Features

Send SMS on flag update
Attach matter details in message
Log activity in the CRM