Microsoft Outlook + Scarlett Network
Create contacts in Microsoft Outlook from new Scarlett Network borrower applications
Effortlessly manage new loan applications with this workflow between Scarlett Network and Microsoft Outlook. Whenever a borrower submits an application in Scarlett Network, a contact is instantly created in Microsoft Outlook, allowing you to quickly access the borrower's information and streamline the follow-up process. Stay organized and save time by automating your loan application management.
Effortlessly manage new loan applications with this workflow between Scarlett Network and Microsoft Outlook. Whenever a borrower submits an application in Scarlett Network, a contact is instantly created in Microsoft Outlook, allowing you to quickly access the borrower's information and streamline the follow-up process. Stay organized and save time by automating your loan application management.
- When this happens...Application Submitted by Borrower
Triggers when mortgage application is submitted by borrower.
- automatically do this!Create Contact
Creates a new contact.
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