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Create borrower prospect and notify loan officer immediately

When pre‑qualified borrower stages change without address, loan officers lose context and follow-ups stall. Add full prospect records and route to the assigned officer for outreach same day.

Create borrower prospect and notify loan officer immediately

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Overview

Convert pre‑qualified leads into actionable loan prospects without manual entry so your origination team can act the same day. This ties borrower contact, address, and loan reference into the prospect record and delivers it to the assigned loan officer for timely outreach.

Create borrower prospect and notify loan officer immediately