Send pre-approval emails from loan tasks to borrowers
Send pre-approval emails from loan tasks to borrowers
Your loan tasks often miss verified contacts, preventing timely borrower outreach and delaying funding. Send pre-approval emails automatically so borrowers get next steps and funds faster same day.
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Overview
If approved loan tasks sit idle because emails aren't extracted, borrower offers and funding get delayed. This flow turns qualifying task records into templated pre-approval emails, getting offers to borrowers within minutes and freeing loan officers from manual outreach.