Loan Invitation Message Manager
puts your clients and referrals
a click away.
and referrals to send you the information needed
for a pre-qual or loan application at a time
that is convenient for them. Your forms and
application will be just a few clicks away.
Loan Invitation Message Manager
The Loan Invitation Message Manager is a simple tool that allows you to send clients and referrals a brief message that links them directly to your user-friendly Question Form, Pre-Qualification Request Form or Loan Application. One click opens the form or application.
The Loan Invitation Message Manager is not an email marketing tool for sending unsolicited messages, which is SPAM. Sending SPAM can result in the closure of a Paid User Account. The Loan Invitation Message Manager feature was designed to allows Paid Users to contact clients and referrals who are expecting to hear from them or with whom they maintain email communication.
Used properly, the Loan Invitation Message Manager can smooth the process of obtaining the information needed for a pre-qualification or loan application. It also provides prospective borrowers with your contact information and links should they need these for future reference.