Send welcome and activation email to buyers after close
Send welcome and activation email to buyers after close
New financing deals stall when buyers don't receive account setup emails. Send a tailored welcome and activation email to buyers so onboarding finishes the same day.
Overview
Stop manual post-sale handoffs from slowing buyer activation. This flow ensures each financed buyer gets a clear welcome and portal-activation email the moment a deal moves to the post-sale stage. That means onboarding coordinators can close activation tasks the same day and start engagement faster.