Send onboarding SMS when fees are paid to agents
Send onboarding SMS when fees are paid to agents
You get application updates when fees are paid, but agents often aren't messaged, so onboarding steps remain unassigned. Coordinators get scheduled SMS reminders to agents so tasks close same day.
Overview
When fees post, onboarding tasks often stall because agents aren't messaged in time; this flow auto-sends context-aware SMS based on license state and schedule. The result: agents get clear next-step messages and coordinators can close onboarding tasks same day.