Real Estate · Sales

Pre-Approval Status Follow-up

Get buyers pre-approved before serious house-hunting begins.

Apps this needs

CRM Salesforce, HubSpot or your local CRM for leads & contacts. Connect during setup
SMS Gateway Fallback text messages for reminders and links. Connect during setup
SIP Trunk Route inbound & outbound calls through your phone system. Connect during setup

How it works

  1. Checks pre-approval status early in the buyer relationship via the lender/broker integration and, if not started, connects them with a recommended lender/broker.
  2. Follows up progress at set intervals until confirmed, tracked via the lender API's status field.
  3. Adjusts the buyer's viewing criteria once the approved budget is confirmed, written to the CRM.
  4. Flags stalled pre-approvals to the agent for a more hands-on push.

Data sources

Lender/broker referral status Buyer criteria/budget

What it targets

  • Buyers pre-approved before first viewing Target 70%
  • Pre-approval-to-viewing time Target 7d