Send referral follow-up email and schedule next task
Send referral follow-up email and schedule next task
Your referral follow-ups often miss required details, delaying underwriting and leaving deals idle. Automated follow-ups get coordinators the information needed same day.
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Overview
Stop leaving referral items unaddressed and reduce underwriting delays by automating the follow-up cadence. The flow sends tailored emails at the scheduled time and creates the next reminder, so coordinators get required details same day and deals stay active.