Send build updates to client contacts and brokers
Send build updates to client contacts and brokers
Your build updates require manual emails to investors and brokers, causing delays and extra admin. This sends timely update emails to clients and advisers so they are informed the same day.
Overview
Manual build-update emails slow down client relationship managers and risk inconsistent investor communications. With this flow, every new build update record triggers targeted emails to investors, mortgage brokers, and internal support so clients are informed the same day. That reduces admin and frees you to focus on exceptions and higher-value outreach.