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Create contact and opportunity when disclosures are sent

Create contact and opportunity when disclosures are sent

Loan disclosures sent without CRM updates stall borrower outreach and closing coordination. Create contact and opportunity immediately to keep pipeline accurate and enable same-day outreach.

Create contact and opportunity when disclosures are sent

Overview

When disclosures are sent, your CRM should instantly reflect the borrower and opportunity so loan officers can act. This flow creates or updates the contact and opportunity automatically, ensuring outreach occurs same day and pipeline accuracy improves for closing and commission planning.

Create contact and opportunity when disclosures are sent