Send pre-call SMS to borrowers for same-day quotes

When an opportunity's next-call date is today or earlier, your reps miss reliable pre-call outreach and borrower touchpoints drop. You add them to an SMS list and message them same day.

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Overview

When next-call dates land on or before today, reps often call cold and miss connections; this flow captures those opportunities into an SMS list and messages borrowers before the scheduled call. That reduces missed contacts and gets borrowers ready for the conversation same day.