Add funded borrowers to prospect database for outreach

Your funded loans may not create prospect records, so post-closing follow-ups and referral outreach are missed. Enable loan officers to act on borrower profiles same day.

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Overview

If funded loans aren’t creating prospect records, loan officers miss post‑closing outreach and referral opportunities. This flow captures borrower profiles and loan context the moment funding posts, so reps can start outreach same day and pipeline reports stay accurate.