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Create borrower folders and packet files from CRM

Create borrower folders and packet files from CRM

Your borrower folders and packet prep lag after CRM updates, leaving loan officers without consolidated files. Folders and packet files are created automatically so teams can start processing that day.

Create borrower folders and packet files from CRM

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Overview

When a contact reaches the post-qualification stage, your team needs borrower files ready immediately. This flow creates the borrower folder and copies required packet documents so loan officers and operations coordinators receive a complete file within minutes.

Create borrower folders and packet files from CRM