Loan officers: re-engage stalled loan prospects via SMS
Loan officers: re-engage stalled loan prospects via SMS
Loan officers miss Day 5 follow-ups on stalled loan prospects, letting deals go cold. Send SMS when deals hit Day 5 follow-up so loan officers re-engage prospects before they cool.
Overview
Loan officers risk losing originations when Day 5 follow-ups slip. This workflow sends an SMS nudge the moment a deal hits Day 5, turning stalled prospects into active conversations with faster re-engagement and fewer missed touches.
Notable Features
- Send SMS when deals reach Day 5
- Create CRM notes for outreach
- Tag deals for rep follow-up