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Update loan records on closing approval for marketing

Loan updates don't reach marketing, so borrowers miss post-close offers. Enroll borrowers into the correct sequence so campaign managers can act same day.

Update loan records on closing approval for marketing

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Overview

When closing approvals don't reach marketing, campaigns miss post-close buyers and follow-ups slip. This flow routes approved loans into your marketing system and enrolls borrowers into the right sequences, so campaign managers can act same day and preserve revenue opportunities.

Update loan records on closing approval for marketing