Send staged text and email follow-up to leads
Send staged text and email follow-up to leads
Your financing inquiries often sit without an immediate outreach, delaying qualification and appointment booking. Reps can engage prospects and book calls same day.
Overview
Inbound financing inquiries require immediate touch to keep momentum; this flow delivers both an SMS and an email within minutes. By putting outreach in reps' hands instantly, loan officers can qualify leads and book calls same day.