For Mortgage PMs: Enroll funded loans into retention sequences

Project managers miss post-close outreach when funded status updates slip, risking borrower retention. This tags funded loans and enrolls borrowers into post-close marketing sequences for timely retention.

Overview

Missed post-close touches erode borrower retention and referral potential for mortgage teams. This workflow ensures every funded loan is tagged and enrolled in post-close campaigns so marketers deliver consistent outreach and reduce missed follow-ups; teams report faster response times.

Notable Features

Tag funded loans on update
Enroll borrowers into sequences
Segment funded loans by product