Add completed loan borrower to homeowner lead database

Your loans moved to a configured stage often miss homeowner contact records, causing partner outreach and onboarding to be delayed. Get ready homeowner contacts for outreach and onboarding the same day.

Overview

When loans reach a key stage, borrower contacts often don't make it into homeowner outreach systems and follow-up stalls. This flow captures borrower and property details automatically, creates homeowner leads, and emails the assigned officer so outreach-ready contacts are available the same day.