Send tailored pre-approval and sponsor reminders to applicants

Your intake records need manual outreach, so applicants and referrers miss confirmations. The workflow sends segmented pre-approval and sponsor reminders so recipients get notices same day.

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Overview

Missed confirmations and late payments slow your pipeline; this flow removes manual emailing and sends the right pre-approval or sponsor reminders automatically. For a mortgage broker, loan officers and operations staff see confirmations same day and payment prompts hit applicants before funding deadlines.