One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.
Send borrowers the next steps discussed in an initial call.
Your sales call follow-up email reflects your notes and recent replies, with the send result right on the call.
Ask prospective borrowers the next question when their email is due.
Keep sales follow-up emails moving on the dates you choose. See the exact text sent or why a prospect thread needs your attention.