Keep preapprovals current for loan officers with emails

Marketing coordinators miss follow-ups for mortgage applicants, causing preapprovals to lapse and loan officers to lose ready buyers. This three-step email series keeps preapprovals current.

Overview

Missed follow-ups let preapprovals lapse and leave loan officers with prospects no longer ready to buy. A scheduled three-step email series keeps preapprovals current, protecting buying readiness and removing repetitive manual outreach from loan officers' plates.

Notable Features

Send three-step re-engagement series
Trigger from scheduled follow-up tasks
Personalize emails using applicant fields