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Create borrower and referrer records from form submissions

Create borrower and referrer records from form submissions

Your borrower intake submissions arrive unmatched, delaying loan officer assignment and referrer tracking. Link and create borrower and referrer records to enable same-day outreach.

Create borrower and referrer records from form submissions

Overview

Unmatched borrower forms slow origination and obscure referral performance for marketing and sales. This flow captures each submission, matches or creates borrower and referrer records, and starts intake so loan officers and referrer managers can begin outreach same day.

Create borrower and referrer records from form submissions