Send client portal invites with deadline links to borrowers
Send client portal invites with deadline links to borrowers
Your borrower outreach lacks personalized deadlines and links, slowing portal completions and delaying loan files. This sends tailored emails so clients finish portals before deadlines.
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Overview
Stop stalled loan progress because borrowers never receive clear deadline-linked invites. This flow sends tailored portal invitations with deadline links and monitoring so borrowers act quickly and files are ready before submission cutoffs.