Add new mortgage application rows to central tracker
Add new mortgage application rows to central tracker
Your mortgage applications and credit pulls aren't centralized, forcing sales ops to perform manual lookups. The tracker stays current so underwriters and pipeline owners can act same day.
Overview
As Director of Real Estate and head of sales ops, you need applicant and credit context available without manual lookups. This connects application starts to your central tracker so underwriters and pipeline owners see complete records within minutes, enabling same-day triage and cleaner reporting.