Add preapproved borrowers to pipeline and assign owner
Add preapproved borrowers to pipeline and assign owner
You lose preapproval prospects when borrower status updates don't create opportunities, leaving account managers without outreach context. Capture and assign opportunities so account managers can follow up same day.
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Overview
When borrower records flip to preapproved, prospects need immediate outreach and clear ownership; gaps mean missed touches and stalled pipeline momentum. This flow creates or updates opportunities and assigns owners so account managers can act the same day and keep campaigns on schedule.