Send NPS survey after loan milestone to borrowers
Send NPS survey after loan milestone to borrowers
Your loan milestone updates often arrive without borrower feedback, leaving loan officers blind to satisfaction issues. Capture feedback and route responses to sales ops for same-day follow-up.
Workflow preview:
Zap details:
Overview
When a loan hits the configured milestone, borrowers get a short NPS request within 24 hours so loan officers see sentiment while the experience is fresh. Sales ops gains immediate visibility to prioritize same-day outreach to detractors.