Add realtor prospect from funded loan for follow-up

Your funded loan records often lack seller-agent contacts, leaving referral opportunities untracked. Add and tag seller agents so client managers can start post-close outreach next business day.

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Overview

When loans fund, seller agents frequently fall out of your outreach cadence and referral chances slip away. This flow captures seller-agent contacts and places them in the right pipeline stage, tagged to the borrower so client managers can begin outreach within one business day.