Keep deals progressing by automatically connecting buyers who need financing to your trusted lender. This workflow helps agents maintain a smooth lender partnership and warm handoffs.
What's Included
- Warm introduction: An AI-drafted intro email connects buyer and lender.
- Secure detail sharing: Buyer info and timeline passed to the lender.
- Status tracking: Loan progress updates logged against the buyer record.
- Follow-up tasks: Reminders ensure no referred buyer stalls.
How To Use
- Add your preferred lender contacts to Taskade.
- Trigger the handoff when a buyer needs financing.
- Let AI agents draft the introduction and follow-ups.
- Track loan status alongside each buyer in your pipeline.
Connect email and CRM via 100+ integrations and browse more real estate automations to keep financing on track.