Add and update booked borrower records in CRM
Add and update booked borrower records in CRM
Your meeting bookings lack structured borrower data, leaving loan officers unready and follow-up delayed. It writes contacts to your CRM and tracking sheet, enabling same-day outreach and meeting prep.
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Overview
When a borrower books a call, their contact and booking details should appear in your CRM automatically so advisors can prepare. This flow captures and normalizes booking data, upserts the contact, and logs the event—enabling same‑day outreach and cleaner handoffs.