Send welcome and funding details to borrower after closing

When funded property records update, your borrower onboarding messages are often missed during handoffs. Get a welcome email with loan identifiers and account manager contact same day.

Overview

When a funded loan row changes, borrower outreach often slips during handoffs — delaying onboarding and draws. This flow automatically emails the borrower the loan ID, account manager contact, and key resources so servicing teams can start onboarding the same day.