Create contact for second borrower upon funding with address
Create contact for second borrower upon funding with address
When funded loans don't push second-borrower details to your address book, follow-ups and onboarding notes get missed. Add borrower contact and address so your client managers can reach them same day.
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Overview
Stop leaving newly funded borrowers out of your address book and losing post-close touchpoints; this flow captures second-borrower details and adds them to your contacts automatically. Client managers and onboarding coordinators can reach funded borrowers same day for follow-up and service.