ZenaOps Lender ↔ Realtor Pro Collaboration System

The ZenaOps system streamlines communication between lenders and realtors, enhancing workflow and satisfaction.

Key Features:

• ✉️ Timely Updates: Sends updates to agents at each milestone via email and SMS.
• 📄 Targeted Document Chase: Runs only while in Pre-Qualified stage and stops automatically upon advancing.
• 🔗 Borrower Upload Link: Utilizes a unique link for document submissions (supports LOS, Dropbox, etc.).
• 🎨 Auto-Branding: Emails auto-branded with {{user.email signature}} for quick setup.

Ideal For:

• Lenders, retail and broker shops aiming to enhance lender/realtor communication resulting in fewer clicks, quicker file handling, and increased agent satisfaction.

Included Features:

• 🚦 Borrower Journey Pipeline:
  • New → Pre-Qualified → Collecting Docs → Pre-Approved → In Processing → Loan Approved → Clear to Close → Docs Out → Funded → Post-Funding Follow-Up → Long-Term Follow-Up
• 📝 Document Chase Workflow:
  • Automated borrower follow-up through SMS/email with a 3-day nudge loop and auto-stop on stage advancement.
• 🚨 Realtor Notifications:
  • Alerts at all major milestones via email and SMS.
• 📞 Custom Contact Field:
  • Includes Borrower Upload Link (URL/text).
• 📧 Starter Templates:
  • Editable email/SMS copy ready to send with customizable tone/branding.
• 🖊️ User Signature:
  • Utilizes {{user.email_signature}}—no need for a global signature.

Prerequisites:

• ✅ Verified email sending + SMS number in your account.
• 📋 Add Realtor Email/Phone to the contact before advancing stages.
• 🔄 Paste the unique Borrower Upload Link into the contact record prior to proceeding to the Pre-Qualified stage (or collect it later and re-trigger the stage).