Mortgage lenders: capture purchase applicants into marketing subscriber list
Mortgage lenders: capture purchase applicants into marketing subscriber list
Vice presidents of mortgage lending see purchase applicants untagged, risking lost originations. This ensures purchase applicants enter your marketing subscriber list so you can nurture and track them.
Overview
Mortgage lenders risk losing purchase applicants when new borrowers fall out of sight. This workflow makes every purchase applicant a marketing subscriber so lending and marketing start coordinated nurture and tracking, reducing missed follow-ups and protecting your application pipeline.
Notable Features
- Add purchase applicants to marketing list
- Tag applicants by application stage
- Notify lending and marketing teams