Buyer Pre-Approval Follow-Up & Lender Referral System
A done-for-you real estate automation built for the Mortgage Coordinator, connecting Twilio, Jotform, and Mailchimp so the work below happens on its own.
What this automation does, step by step
Buyer leads who show ongoing activity, saved searches, showing requests, repeated site visits, but don't have a pre-approval letter on file are automatically flagged after a set number of days of engagement without one.
The mortgage coordinator's automation sends a friendly nudge explaining why pre-approval matters in a competitive market, paired with a direct referral to a preferred lender and a one-click link to start the application.
Buyers who don't respond to the first nudge get a second, softer reminder a week later, and any buyer who completes pre-approval is automatically updated in the CRM and moved into active showing outreach.
Buyers who used to lose out on a home because they weren't pre-approved when it was time to write an offer are now caught and redirected weeks earlier.
- CRM (e.g., Follow Up Boss)
- Zapier or Make.com
- Twilio (SMS nudges)
- Mailchimp or ActiveCampaign
- Jotform (lender referral form)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Handled by hand, a mortgage coordinator spends time each day re-checking the same information across disconnected tools instead of doing higher-value work. Over a month, those small manual steps add up to a significant amount of lost time.
With this automation
- Instant first response by text and email on every new inquiry
- Follow-up cadences that stop the moment a lead replies
- Stalled-deal alerts before a pipeline quietly goes cold
- Clean CRM records without manual data entry
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