Send staged multi-channel follow-ups to new loan leads
Send staged multi-channel follow-ups to new loan leads
Your inbound loan leads often go uncontacted, so rehab opportunities cool and deals stall. Send staged SMS and email touches and update CRM stages so loan officers connect within days.
Overview
Inbound borrower leads are precious and often cool off while outreach waits. This sequence guarantees an immediate SMS, updates CRM stages, and follows up by email so your loan officers can re-engage prospects within days and avoid lost rehab opportunities.