Help IT route renewal-ready borrowers to sales reps

Sales reps miss borrowers flagged for renewal in task lists, letting approvals go cold. IT-triggered emails send re-application invites on the renewal flag, so reps contact approved borrowers quickly.

Overview

Renewal flags buried in task lists let approved borrowers go cold and cost reapplication opportunities. This workflow lets IT trigger re-application emails the moment a renewal flag appears, so sales reps re-engage approved borrowers quickly and manual outreach is eliminated. Customers report faster response times and fewer missed follow-ups.

Notable Features

Send re-application emails on flag
Extract borrower contact from tasks
Create follow-up tasks for reps