Marketing ops: ensure loan applications get immediate attention
Marketing ops: ensure loan applications get immediate attention
Marketing ops see credit applications get buried, causing loan intake delays and missed follow-ups. Send alerts to loan ops and underwriters so reviews start quickly and submissions aren't missed.
Overview
Marketing ops can't afford buried credit applications—delayed intake stalls lending and risks customer dropout. This workflow routes every submitted application to loan ops and underwriters, posts stage alerts, and updates the tracking sheet so reviews start quickly and no submission slips through.
Notable Features
- Send SMS alerts to loan ops
- Post stage-specific Slack alerts
- Update central tracking spreadsheet