Create applicant records from online loan application forms
Create applicant records from online loan application forms
Your loan application submissions sit unrecorded, delaying originations and follow-up actions. Capture forms into CRM so loan officers start underwriting and outreach same day.
Overview
When web loan forms don't flow into your CRM, originations stall and applicants cool off. This flow captures each submission as a CRM record and creates a same-day follow-up task so loan officers can start underwriting immediately.