Send loan follow-up emails to applicants for vetting

Loan request emails often miss intake details, leaving your sales officers unable to proceed. This collects contact info and requests missing documents so you have complete intake the same day.

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Overview

When loan inquiry emails lack intake details, your sales officers waste time chasing basics and underwriting stalls. This flow drafts and sends a consistent HTML follow-up that asks for the exact documents you need, so sales receives complete intake the same day and can start due diligence immediately.