Send borrower do's and don'ts email at setup
Send borrower do's and don'ts email at setup
Your loan setup phase lacks borrower guidance, causing late document returns and closings to stall. Send onboarding emails within minutes of setup to speed collection and keep closings on track.
Overview
Loan setup frequently creates paperwork delays when borrowers don't get timely guidance. This flow drafts processor‑branded onboarding emails into borrower inboxes within minutes of setup, letting client managers close documentation gaps faster and keep closings on schedule.