Mortgage brokers: prevent missed rate holds and follow-ups

Mortgage brokers miss lender follow-ups and rate holds, risking lost deals and client trust. Create follow-up tasks and rate-hold reminders from each application so brokers act before expiries.

Overview

Mortgage brokers risk losing deals and client trust when lender follow-ups or rate-hold expirations slip through. This workflow converts every application into assigned follow-up tasks and scheduled rate‑hold reminders so brokers and assistants act before expiries, tightening handoffs and delivering zero missed follow-ups.

Notable Features

Create follow-up tasks automatically
Schedule rate-hold reminders for expiries
Assign tasks to broker or assistant