Send loan follow-up email from lead task entry

Your loan application tasks without timely follow-up delay approvals and risk losing applicants. It triggers an immediate re-engagement email so intake teams can recover applicants same day.

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Overview

When lead tasks hit a follow-up stage, applicants often slip away; wiring the task board to send templated emails fixes that gap and re-engages prospects automatically. This lets loan officers and intake coordinators recover stalled applicants the same day and reduce cancel-rate friction.