KamoCRM

'Meet your loan officer' — the borrower hears the moment their lead is accepted

FeatureSecurityService
Shipped
10 ஜூலை, 2026 அன்று 11:02 PM UTC
Author
Kamo
Commit
ba388c2

On accept (ASSIGNED), best-effort MEET_YOUR_LO email to the mortgage lead's borrower: the accepting LO's real name + NMLS + email + a continue-application link. Addresses the borrower by their PREFERRED (AKA) name. Never fails the accept.

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