Send welcome voicemail link to new client mobile
Send welcome voicemail link to new client mobile
Your welcome-call flags don't trigger client outreach, leaving borrowers without next-step details and delaying loan progress. Send voicemail links automatically so clients get instructions the same day.
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Overview
When welcome-call fields update, borrowers can miss crucial next steps and loan files stall. This flow texts a voicemail link to clients the same day the record changes, ensuring borrowers get instructions and files move forward without manual outreach.