Send scheduled client care review emails to clients

Your client review emails get missed or delayed, leaving brokers unprepared for annual loan reviews. It enrolls subscribed contacts and schedules review outreach so brokers have prep time.

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Overview

Manual scheduling gaps leave brokers without client context and waste coordinator time; this flow ensures each subscribed client is queued for review outreach on their review date. Client care coordinators get a predictable roster and brokers receive prep-ready emails ahead of the review window.