Add loan borrowers to nurture campaign and update status
Add loan borrowers to nurture campaign and update status
Loan events arrive without borrower CRM records, causing follow-up delays and missed outreach. It adds borrowers to your nurture campaign and updates loan status so your team can act same day.
Overview
When loan events don't populate contact records, your outreach stalls and nurture sequences fall behind. This flow links your originations feed to your marketing list so borrower contacts and current loan status appear within minutes, enabling same-day outreach and steadier pipeline progress.