Send borrower activity alerts and update borrower records
Send borrower activity alerts and update borrower records
Your borrower updates go unnoticed, leaving loan officers without outreach context. Receive concise borrower summaries in your team channel and tracking table for same-day follow-up.
Overview
When borrower records show recent transactions or an upcoming maturity, loan officers need immediate context to act. This flow posts concise summaries to your team channel and updates your tracking table so reps can start outreach the same day.