Keep marketing ops reaching eligible borrowers with renewal offers

Marketing ops miss eligible borrowers when account flags are overlooked, costing repeat loan opportunities. This ensures marketing ops reach borrowers faster so they capture more repeat applications.

Overview

Marketing ops risk missed renewals and lost repeat loans when flags are overlooked. This workflow guarantees every flagged borrower gets a personalized renewal invite and a recorded outreach, reducing missed touches and enabling faster repeat loan applications.

Notable Features

Send renewal emails upon flag
Personalize messages with borrower details
Track outreach status in CRM