Send application confirmations and alert sales team instantly
Send application confirmations and alert sales team instantly
Your loan application entries go untriaged, leaving brokers without applicant context and delaying document requests. You get instant applicant confirmations and team alerts so triage and document collection begin same day.
Overview
Every untriaged application is a missed opportunity; this flow turns a raw form submission into immediate outreach and a confirmed applicant experience. By alerting sales ops and emailing applicants within minutes, brokers can start document collection and follow up the same day.