Send staged post-closing SMS to borrowers and co-borrowers

Your post-closing follow-ups live as CRM tasks and often miss timely outbound contact to borrowers and co-borrowers. The workflow delivers personalized SMS so clients hear from you same day.

Overview

Turning CRM closing tasks into outbound SMS protects your referral pipeline by ensuring every borrower hears from you without manual effort. It converts passive reminders into personalized, same-day client touches so loan officers and coordinators capture reviews and preserve relationships.