Posts tagged "referral-partners"

Loan officer no communication after contract? Here's a milestone-tied cadence that fires borrower and agent updates between contract and clear-to-close.

Realtor loan officer communication breaks down when updates depend on someone remembering. Keep referral partners informed at every milestone without the calls.

Keep the real estate agent updated on loan status automatically with milestone-triggered updates, so the partner who refers your deals never has to call you for a status.