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Create and update loan pipeline items from date changes

Create and update loan pipeline items from date changes

Your LOS loan dates can be missed, leaving officers unaware of expiring locks or pending contingencies. Keep pipeline items current so teams prioritize outreach and close loans on schedule.

Create and update loan pipeline items from date changes

Overview

Loan milestone updates are high-risk moments—rate-lock expirations and contingency deadlines need immediate attention. This workflow keeps your pipeline items accurate within minutes so loan officers and operations can prioritize outreach and protect closings within business-day SLAs.

Create and update loan pipeline items from date changes