Update deal tracking table with stage changes from BrokerEngine, format date, find or create record, and update record

Update your deal tracking table with the latest stage changes and relevant details from BrokerEngine. This ensures accurate records of loan applications, improving data integrity and facilitating better decision-making.

Update deal tracking table with stage changes from BrokerEngine, format date, find or create record, and update record

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Overview

Update your deal tracking table with the latest stage changes and relevant details from BrokerEngine. This ensures accurate records of loan applications, improving data integrity and facilitating better decision-making.

Update deal tracking table with stage changes from BrokerEngine, format date, find or create record, and update record