Notify prospects and co-borrowers of incomplete loan steps
Notify prospects and co-borrowers of incomplete loan steps
Your loan follow-ups miss completion nudges when due tasks fire, leaving prospects stalled in origination. It sends email and SMS reminders so you collect applications same day.
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Overview
When due tasks indicate incomplete loan applications, prospects often slip out of the pipeline and require manual chasing. This flow sends targeted email and SMS nudges automatically, so loan officers reclaim stalled prospects and get applications completed same day.