This automation emails clients 6-weeks after settlement, prompting them to check that:
their first repayment has been processed correctly
their loan accounts appear as expected
any linked accounts have been set up correctly
It also gives clients an opportunity to ask questions or flag potential issues.
This helps you surface issues early, stay connected beyond settlement and reinforce the ongoing support you provide.
Use the PDF instructions below to import the automation into your DMH account.
Not using DMH?
Stay connected with clients throughout the life of their loan.
DMH helps you automate relevant, timely communications that strengthen client relationships, keep you top of mind and create more opportunities for repeat and referral business.