Send re-engagement email series when CRM task is due
Send re-engagement email series when CRM task is due
Your stalled mortgage tasks leave borrower files stale and reps unsure who to contact. You’ll re-engage applicants with timely emails and clear next steps within a week.
Overview
Stalled applicant files slow your pipeline and leave originators guessing who to contact next; this flow sends the right re-engagement message when a CRM task is due. Reps get consistent outreach and applicants receive clear next steps, improving file refresh rates within a week.