Integrate Daily AI Mortgage with Retently

Trigger NPS/CSAT surveys after key mortgage transaction events, sync customer contact information and transaction history with Retently, and utilize feedback scores to enhance customer service and retention strategies.

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About Daily AI Mortgage

Triggers events related to contacts and transactions in the CRM. Facilitates the creation and updating of contacts and transactions as required.

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Daily AI Mortgage to Retently

1

New Contact

Triggers when a new contact is created for a specific user.
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Retently to Daily AI Mortgage

1

Create / Update Transaction

Creates or updates an existing transaction in the CRM.
2

Create / Update a Contact

Creates or updates an existing contact in the CRM.

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