Send staged document reminders to borrowers and coborrowers
Send staged document reminders to borrowers and coborrowers
Your loan files stall when borrowers miss document requests linked to CRM task due dates and underwriting is delayed. This sends staged SMS reminders so files advance toward preapproval the same day.
Overview
When borrower documents lag, loan files stall and underwriting queues grow; this flow turns CRM task due events into staged SMS nudges. It ensures borrowers hear reminders over days so files can progress toward preapproval the same day.