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Create borrower contact, company record, and send docs

Create borrower contact, company record, and send docs

Your loan webhooks arrive without a CRM contact, leaving borrower details scattered and follow-up delayed. Create contact and company records and send application docs so loan officers can act same day.

Create borrower contact, company record, and send docs

Overview

Unstructured loan inquiries cost time and slow underwriting. This workflow captures each inquiry, builds a contact and company record, and sends the application document automatically. Your loan officers get complete leads and signature requests the same day.

Create borrower contact, company record, and send docs