LO Ninja communicates with related parties on your behalf to make you look like a rockstar.
What kind of updates do realtors get? Simple & effective is always the goal. The realtors get the information that they need to get and no fluff.
Buyer's agent communication:
Pre-Approval (30, 60, & 90 day check-ins)
Underwriting
Conditional Approval
Clear To Close
Weekend Updates (optional)
BONUS: Mutual client birthday reminder!
Seller's agent communication:
Underwriting
Conditional Approval
Clear To Close
Weekend Updates (optional)
Key Benefits:
Time-saving Streamline routine updates to free up more time for your client interaction & business growth.
Consistency & reliability: Ensure all parties receive consistent updates, building up a reputation as a dependable loan officer.
Enhanced Relationships: Strengthen your relationships with realtors by keeping them in the loop, increasing the likelihood of future referrals.
Professionalism: Regular & timely communication make you look more proactive & well-organized.
When a loan is in the pre-approved status it let's the buyer's agent know & then from there the next update is when the loan hits underwriting.
Simple Messaging: The agents see what they need to know. The property address, buyer name, and loan status - underwriting, approved, etc.
To access the messaging you will need to access workflows. From there you will find "Buyer Agent" folder & the "Seller Agent" folder. Each folder will have multiple workflows within it.
