Chief product officers: add funded borrowers to customer platform

Chief product officers see funded loan updates miss creating borrower profiles, causing onboarding delays and missed outreach. This creates borrower contacts so officers start outreach quickly.

Overview

Missed borrower contacts after loan funding create onboarding friction and missed outreach that hurt retention. This workflow ensures every funded borrower becomes a contact in your customer platform so loan officers and success managers begin outreach reliably — teams report faster response times and zero missed follow-ups.

Notable Features

Create borrower contact records
Notify loan officer on funding
Check for existing contact first