Create borrower intake and log disclosure-ready loan records
Create borrower intake and log disclosure-ready loan records
Your disclosure-ready loan updates lack tracked borrower profiles and leave campaign lists incomplete. It adds intake records and logs them for campaign managers to act same day.
Overview
When disclosure-ready loan updates don't create contact records, your marketing cadence misses high-intent borrowers. This flow captures borrower details and logs intake rows so campaign managers get verified contacts and can launch outreach same day.