Associate deals with applicant and co-applicant contacts now
Associate deals with applicant and co-applicant contacts now
You often see loan-stage changes leave deals unlinked to applicant contacts, delaying outreach and disclosures. Link applicants to deals automatically so loan officers have contact context same day.
Overview
Unlinked deals force loan officers to hunt for contact details and delay client outreach. This flow attaches applicant and co-applicant contacts to deals automatically so reps gain full contact context and can complete outreach same day.