Add new borrower deals to marketing lead dashboard

Deals from your borrower pipeline aren't captured centrally, so originations can't prioritize new applications. Auto-add deal rows to the lead sheet so loan officers act same day.

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Overview

When deals enter your borrower pipeline without a visible record, originations and marketing miss timely outreach. This flow logs each qualifying deal row into a single lead dashboard, prevents duplicate entries, and gets loan officers acting the same day.