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Create attorney prospect records when loans are funded

Create attorney prospect records when loans are funded

Your funded loan records miss attorney contact capture, delaying partner outreach and closing coordination. This creates attorney prospects in your CRM so your team can start outreach same day.

Create attorney prospect records when loans are funded

Overview

Funded loans often contain attorney contacts that never make it into your CRM, delaying partner outreach and complicating closings. This flow captures attorney details and creates a prospect in the attorney pipeline so client managers can begin outreach the same day.

Create attorney prospect records when loans are funded