Add pre‑approved loan leads to sales pipeline for officers
Add pre‑approved loan leads to sales pipeline for officers
Your Pre‑Approved loans sometimes don't create pipeline opportunities, so originators miss timely borrower outreach. Add qualified opportunities so loan officers can act the same day.
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Overview
When a loan hits Pre‑Approved, originators need to act immediately or borrowers cool off; this flow ensures those loans become visible opportunities in your pipeline. That means your officers and managers can prioritize outreach and advance files the same day.