Welcome borrowers and notify loan officers instantly

Support agents miss borrower signups, causing confused loan teams and stalled onboarding. Send tailored welcome emails and CC loan officers so clients get program details and onboarding starts.

Overview

Missed welcome messages create onboarding confusion and slow loan progress. This workflow delivers tailored welcome emails to borrowers and co-borrowers while CC'ing loan officers and agents, ensuring stakeholders are informed and onboarding begins without delay — eliminating missed follow-ups and keeping loan timelines on track.

Notable Features

Send personalized welcome emails
CC loan officers and agents
Handle single or co-borrowers