Add finalized loan contacts and records to systems
Add finalized loan contacts and records to systems
Loans marked closed but not added to contacts or ledgers leave originators and accounting without follow-up details. Capture contacts and closing rows so teams can act and reconcile records same day.
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Overview
When loans finalize, originators and accounting need complete contacts and closing rows to keep closings moving. This flow creates borrower, co-borrower, and agent contacts and appends accounting rows so teams can act and reconcile the same day.