Lender→Realtor Loan Update Snaphot
Lenders Keeping Realtors in the loop with instant loan status updates.
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
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.
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