Send pre-approval expiry reminders to loan officers daily

Your pre-approval credit dates hitting 30 days without action leave loan files unvalidated and prospects uncontacted. Officers receive daily reminders to act before expiry.

Overview

Missed pre-approval expirations let deals stall and create downstream manual work for reps. This flow finds records hitting the 30-day mark and delivers daily, contextual reminder emails to assigned loan officers so they revalidate or withdraw records ahead of deadlines and keep the pipeline accurate.