Sent Links Email

Sent Links Email

This contact stage in Better MLO CRM signifies a pivotal point in the customer engagement process. It denotes that a lead or contact has been actively engaged in conversation with your team and has received an email containing essential links to begin the application process. This email may include links to the application itself and, in some cases, options for a self-credit pull.


Individuals at this stage are considered high-intent leads, as they have not only expressed interest but have taken concrete steps towards initiating the application process. The provision of application links and self-credit pull options reflects their readiness and eagerness to move forward.


Managing leads at the "Sent Links Email" stage involves ongoing communication to provide support, answer questions, and guide them through the application and credit-check process. These leads are positioned as prime candidates for conversion into borrowers, and timely and effective follow-up is crucial to ensure a seamless transition into the borrower category.

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