Loan marketing: prompt applicants by SMS after credit approval

Marketing coordinators at lenders lose applicants after credit checks, causing incomplete apps and lost originations. SMS nudges applicants back to the portal so ops and marketing finish files.

Overview

Loan marketing coordinators often lose momentum when approved applicants stall after credit checks, creating incomplete files and missed originations. This workflow sends SMS nudges the moment credit passes, keeping applicants engaged so ops and marketing complete files and protect originations. Marketing teams report faster applicant re-engagement and fewer incomplete files.

Notable Features

Send personalized SMS on status change
Check consent and phone presence
Log SMS activity to CRM