Send pre-approval emails to customers from task triggers
Send pre-approval emails to customers from task triggers
Your customer tasks miss timely outreach when eligibility triggers, leaving borrowers unaware of fast funding. Automatically send pre-approval offers so borrowers get notified same day.
Overview
When eligibility flags appear on task records, borrowers often go unnotified and conversion drops. This flow sends targeted pre-approval emails automatically so campaign managers reach qualified borrowers within minutes and drive same-day application activity.