Skip to content
Send new borrower alerts to referral partners before funding

Send new borrower alerts to referral partners before funding

Your loan updates arrive from the loan platform unstructured, causing missed partner outreach and delayed co-marketing handoffs before funding. Referral managers receive complete borrower summaries and funding cues so partners can act before funding occurs.

Send new borrower alerts to referral partners before funding

Workflow preview:

Zap details:

Send new borrower alerts to referral partners before funding