Lender↔Realtor Pipeline Pro System

ZenaOps Lender↔Realtor Pro Collaboration System gives lenders a clean, reality-based workflow that agents love and teams actually use.

What it does:
• Sends simple, timely updates to the agent at each milestone (email + SMS).

• Runs a targeted doc-chase only while the deal sits in Pre-Qualified—then stops automatically when you advance the stage.

• Uses a per-borrower Borrower Upload Link (your LOS/portal/Dropbox/Drive request URL).

• Auto-brands all emails with {{user.email signature}} so setup is fast.

Who it’s for: Lenders, retail and broker shops that want to improve lender/realtor communication: fewer clicks, faster files, happier agents.

What’s Included (bullets):
• Borrower Journey pipeline (New → Pre-Qualified → Collecting Docs → Pre-Approved → In Processing → Loan Approved → Clear to Close→ Docs Out → Funded → Post-Funding Follow-Up → Long-Term Follow-Up)

• Pre-Qualified – Document Chase workflow (borrower SMS/email, 3-day nudge loop, auto-stop on stage advance)

• Realtor notifications at all major milestones (email + SMS)
• Contact custom field: Borrower Upload Link (URL/text)

• Starter email/SMS copy ready to send; editable tone/branding

• Uses {{user.email_signature}} (no global signature needed)

Prerequisites (bullets):
• Verified email sending + SMS number in your account

• Add Realtor Email/Phone to the contact before moving stages

• Paste the borrower’s unique Borrower Upload Link into the contact record before moving to Pre-Qualified stage (or collect it later and re-trigger stage)