Trigger
Pipeline stalls
Starts when a borrower has not advanced in the expected time.
Playbook
Pipeline follow-up
Keep borrowers informed.
Action
Check status and nudge
Send the next follow-up based on the delay and current file state.
Approval
Review sensitive cases
Escalate exceptions that need human handling.
Result
Moved forward
Success is progress to the next milestone.
FAQ
Common questions
Overview
What does Pipeline Follow Up do?
It packages the pipeline follow up workflow into a repeatable sequence.
Why it matters
Why it works
It keeps the story simple.
Best fit
When to use loan brokers playbook - pipeline follow-up?
Use it when the workflow will be reused often.