Update loan records on closing approval for marketing
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.
Workflow preview:
Zap details:
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.