Office Hours
This training shows loan officers how to manage post-close workflows in the CRM. You learn how to send or skip review requests, and how clients can opt out through a text link. The session explains how to use post-close nurture workflows with automated emails for birthdays, holidays, and loan anniversaries. It also covers how to edit and personalize email templates without breaking team settings. You learn why the funded date matters, how it pulls in from Arrive, and when you may need to add it manually. The training also reviews long-term nurture automation, handling inactive or not-yet-ready clients, and previews the upcoming AI Opportunity Radar for spotting refi opportunities.