Add borrower contact from submitted application to client group

Your mortgage applications can lack a borrower contact, preventing loan officers from starting outreach. Captures borrower contact and routes it to your client roster so outreach begins same day.

Overview

When borrower applications don't create a contact, loan officers miss critical first-touch windows and onboarding stalls. This flow captures borrower details and pushes them into your contact roster and phone system so outreach and onboarding start within minutes.