Lender→Realtor Loan Update Snaphot
Lenders Keeping Realtors in the loop with instant loan status updates.
by Zena OpsPaid
About
This snapshot keeps Realtor partners in the loop... automatically Includes lead qualification, real-time tracking.
Key features
- Voice call handling
- Lead qualification
- Meeting scheduling
- Call transcription
- AI responses
Built for
GHL agencies automating inbound phone support.
This snapshot keeps Realtor partners in the loop... automatically. It sends milestone updates at Pre-Approved, Loan Approved, and Funded, plus a lead-received confirmation when a new buyer is submitted.
What’s inside:
Buyer intake form (captures Realtor name/email/phone)
3 milestone workflows (email + SMS): Pre-Approved, Loan Approved, Funded
Lead confirmation email to the Realtor
Tags applied for tracking and future automations
What you do: replace placeholder brand/email/phone, connect your number, publish. That’s it.