Send loan strategy SMS to co-applicants for review
Send loan strategy SMS to co-applicants for review
Your co-applicant SMS often isn't sent when leads enter the options stage, leaving brokers without confirmation. Send an immediate SMS to prompt bank choice and keep applications progressing same day.
Overview
Leads in the options stage often stall when co-applicants never receive their loan strategy note. This flow sends an SMS within minutes to the co-applicant so brokers get bank-selection confirmation and keep applications moving same day.