In-Process Milestones and Communication

Learn how LO Ninja’s Application In Process Automations keep borrowers and agents informed at every loan stage. This guide covers automated updates, key workflows, and FAQs to streamline communication and enhance the borrower experience.

Application In Process Automations

Now that you have the application, documents, and are about to disclose - here's where LO Ninja comes in!

1) Disclosed workflow: alerts the borrower to e-sign their initial disclosures via email.

  • Pro-Tip: Ensure the primary borrower is aware of what these stages entail and what is expected from them next.

2) Sent To Underwriting workflow: updates only the borrower via email about the status of their loan

3) Conditional Approval workflow: updates only the borrower letting them know about the status of their loan

4) If Applicable: Appraisal Complete workflow: notifies the borrower & both agents

5) Clear To Close workflow: updates the borrower with a celebration email

Q&A

Q: Can I still manually send messages while automations are on?

A: Yes

Q: Can I turn the automations off?

A: Yes

Q: My client received an automated message & I want to stop the campaign, how do I do that?

A: Take a look at the lesson here.

Q: Can I edit these messages?

A: Yes, you will need to find the workflow & edit the individual steps. Take a look at the lesson on how to create & edit workflows here.

Q: How many messages will my prospect receive?

A: Your prospects receive these emails only when you update ARIVE stages.

BONUSES:

  • Rate Lock Expiration Alerts

    • Primary Borrower: Receives scheduled reminders 7 days, 3 days, and on the day of rate lock expiration.

  • Loan Funded - ARIVE Stage Updated Trigger:

    • Primary Borrower, Co-Borrower, and Realtor: Notified that the loan has funded, marking the beginning of the post-close process.