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Create closed loan records for same-day client follow-up

Create closed loan records for same-day client follow-up

Your closed loan records often miss borrower contact details, delaying post-close education. Add rows to a central post-close table so coordinators can start outreach same day.

Create closed loan records for same-day client follow-up

Overview

When a loan record closes in your CRM, missing borrower details can stall onboarding and education. This flow captures borrower and loan info into a central post-close table so coordinators can begin outreach and education the same day.

Create closed loan records for same-day client follow-up