Send document reminder emails and texts to borrowers

Your loan application document requests go unresolved when manual follow-up misses borrowers, delaying underwriting. The flow sends tailored email and SMS reminders so items are returned same day.

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Overview

When due CRM tasks flag missing borrower documents, manual follow-up becomes inconsistent and files stall. This flow sends tailored emails and SMS within minutes of a due task, so loan officers and processors get responses faster and underwriting receives complete files sooner.