Create borrower contact from new mortgage deal submission
Create borrower contact from new mortgage deal submission
Your mortgage deal submissions often lack a contact record, delaying officer outreach and document collection. Automated contact creation starts outreach and cuts manual entry same day.
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Overview
New mortgage deals often arrive without a usable contact record, which stalls loan officer outreach and document collection. This flow creates and deduplicates borrower contacts automatically so officers can begin outreach and collect missing documents the same day.