Update client: Assigned to an underwriter awaiting approval or additional information.
Text and Email:
Hi it's ,
I was reaching to to give you an update, your application is now under review with the underwriter, awaiting if there any request for additional information and if not await there approval. I promise to keep you informed every step of the way. Ok, thats it for now. Have a great day!
Remember to change your client status to
step 8 engagement