Send cancellation alerts for intake bookings to staff
Send cancellation alerts for intake bookings to staff
Your intake appointments can be canceled without timely notice, leaving loan officers unprepared and records out of date. You will get alerts so staff can rebook or update records the same day.
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Overview
Canceled intake bookings often leave loan officers scrambling and records out of date. This workflow delivers immediate cancellation alerts to intake staff so they can rebook or update CRM records the same day, preserving outreach momentum.