Mortgage brokers notify clients when file is unconditional
Mortgage brokers notify clients when file is unconditional
Mortgage brokers miss unconditional updates, causing closing delays. Client notifications when files hit unconditional ensure brokers deliver next-step instructions and keep closings moving.
Overview
Missed unconditional notifications stall closings and frustrate buyers, risking referrals and commission timing. This workflow delivers client milestone messages when a file becomes unconditional, removing manual outreach and ensuring response times drop and follow-ups don’t slip.
Notable Features
- Send client milestone messages
- Trigger on unconditional status change
- Create CRM activity and notes