Create contact records when loans move to funded status
Create contact records when loans move to funded status
Funded loans often don't create contact records, delaying post-close outreach and vendor onboarding. Add borrower contacts and loan summaries automatically so coordinators can follow up same day.
Overview
When funded loans don't flow into partner contact lists, post-close outreach and vendor onboarding stall and opportunities slip. This workflow creates and enriches borrower and property contacts automatically on funding, so coordinators and vendor teams can start follow-up the same day.