◦ MORTGAGE BROKERS SOLUTION 6

Strengthen Follow-Up on Loan Decisions

Rejection Fallout

45% of borrowers feel abandoned after loan rejections due to poor follow-up, leading them to seek other lenders. (National Mortgage Professional)

Lost Referrals

32% of approved clients don’t receive follow-up communication after approval, missing opportunities for repeat business or referrals. (Realtor.com)

Trust Breakdown

57% of brokers say inconsistent follow-up on loan rejections breaks down trust and makes re-engagement difficult. (Chris Allard Mortgage)

Automated Follow-Up Sequences

Automates personalized follow-ups for both approvals and rejections.
Keeps clients engaged after receiving loan decisions.
Reduces the need for manual follow-ups.

Customized Approval or Rejection Workflows

Guides clients through next steps after loan approval.
Provides re-engagement strategies for rejected clients.
Ensures no opportunity is missed after loan decisions.

Re-Engagement Campaigns for Rejections

Automatically sends re-engagement campaigns to rejected clients.
Offers guidance on improving chances for future approval.
Keeps clients engaged, even after rejection.

Client Education Follow-Ups

Sends valuable information on alternative loan options.
Helps clients understand next steps in their journey.
Ensures clients feel supported and engaged throughout the process.

Referral and Repeat Business Management

Tracks approved clients for future follow-ups.
Encourages satisfied clients to refer family and friends.
Expands business opportunities through referral channels.