Keep marketing ops onboarding postcard roster up to date

Marketing ops miss welcome postcards when Mortgage Automation flags on contacts are missed, causing onboarding gaps. This flow adds flagged contacts to the onboarding roster automatically, so postcards aren't missed.

Overview

Missed welcome postcards create onboarding gaps and wasted mailings for marketing ops. This workflow moves every contact flagged for Mortgage Automation into your onboarding roster so postcards are queued and no one is overlooked. The result is cleaner handoffs and eliminated missed mailings.

Notable Features

Capture flagged contacts automatically
Populate onboarding address roster
Notify marketing ops when added