Send staged refinance SMS sequence to past customers
Send staged refinance SMS sequence to past customers
Your refinance contacts often go uncontacted after intake, leaving follow-up and referrals dormant. Ensure staged SMS outreach so reps re-engage customers and surface leads within 90 days.
Overview
If your team relies on manual texting, outreach cadence slips and referral opportunities go quiet. This flow launches staged SMS from a record button and sequences follow-ups automatically, so reps consistently reach customers and surface conversations within a 90-day window.