Automated Milestone Updates
The Problem
Borrowers are left in the dark
The mortgage process is opaque to most borrowers. Without proactive communication, they call your office constantly for status updates.
- Borrowers don't know where their loan stands
- Loan officers spend hours on status update calls
- Real estate agents feel out of the loop
- Manual status emails are inconsistent and time-consuming
Pre-Approve Me
now
Your loan was submitted for approval
Great news, Trevor! Next up: we'll order your appraisal.
Update sent
3 people notified
- TS
Trevor Smith · Borrower
Delivered - JM
Jessica Moore · Buyer's Agent
Delivered - RC
Ryan Cole · Listing Agent
Delivered
How It Works
Get started in three simple steps
From setup to close, Pre-Approve Me makes the process effortless.
Configure your milestones
Define which loan stages trigger notifications and customize the messaging.
Milestones trigger automatically
When a loan hits a milestone in your LOS, notifications fire to all relevant parties.
Everyone stays informed
Borrowers, agents, and partners receive branded updates via email, text, or push notification.
Benefits
Everything you need, nothing you don't
Automatic Notifications
Milestone updates fire automatically based on loan status changes in your LOS.
Multi-Party Updates
Notify borrowers, real estate agents, and referral partners simultaneously.
Multi-Channel Delivery
Send updates via email, SMS, and push notifications.
Customizable Templates
Brand your notifications and customize the language for each milestone.
Reduced Inbound Calls
Proactive updates reduce status inquiry calls by up to 70%.
Engagement Tracking
See open rates, click rates, and borrower engagement with your updates.
Ready to Attract, Engage, and Convert more clients
Join our community of loan officers who have closed more loans with Pre-Approve Me. Try it free for 14 days.
No credit card required. Set up in under 5 minutes.