Create attorney prospect in pipeline when loan funds

Your funded loan records missing attorney contacts create referral blind spots and delay post-close outreach. Add attorney prospects to your pipeline so client managers can start outreach same day.

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Overview

When a loan funds, capture the attorney as a prospect so client managers can begin post-close outreach and secure referrals the same day. This removes manual entry, creates immediate pipeline visibility, and ensures outreach starts within minutes of funding.