Add contacts from adverse loan updates to triage list
Add contacts from adverse loan updates to triage list
Loan records marked adverse leave agents without current contact context for outreach and reporting. It creates or updates CRM contacts so triage and targeted outreach occur same day.
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Overview
When loans move to an adverse status, outreach slows and reporting gaps appear; your agents and campaign managers need up-to-date contact context immediately. This flow captures borrower and agent details into the CRM and sets the contact to the configured adverse stage so triage and targeted outreach can begin same day.