Send review request after loan clears to borrower

Your borrowers miss review invites after loan milestones, costing local referrals. This sends a branded review request one day after clear-to-close so you capture feedback same day.

Overview

When loans hit clear-to-close, the window for polite review asks is small and often missed. This flow sends a branded review request one day later so originators and marketing capture feedback and preserve referral momentum same day.