Add updated loan borrowers to nurturing CRM campaigns

Your loan status updates aren't reaching your marketing CRM, so borrower and agent outreach is inconsistent and closings can stall. Add and tag contacts so your team sends milestone messages same day.

Overview

When loan status changes don't reach your CRM, milestone outreach falls through and realtor relationships suffer. This flow captures borrower and agent records, tags them by loan stage, and enrolls them in campaigns so milestone messages go out same day.