Send offer-stage SMS to client and log note

Your offered deals often lack immediate client contact, leaving owners without confirmation. Send a short review-and-thanks SMS and log the outreach to the deal so owners have context same day.

Overview

When a mortgage deal reaches Offered, coordinators need immediate confirmation and a logged outreach record. This flow sends a concise SMS within minutes and writes the interaction back to the deal so owners have same-day context for follow-up.