Add qualified borrowers to your lead list immediately

Your loan status updates don't create contacts, leaving officers without borrower context for outreach. Add and tag qualified or preapproved borrowers so outreach starts the same day.

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Overview

When borrower statuses change, timely outreach makes the difference between a warm lead and a missed opportunity. This flow turns status updates into tagged leads and normalized contact records so loan officers can act within minutes and start outreach the same day.