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Create contacts and campaign entries from funded loans

Create contacts and campaign entries from funded loans

Your funded loan records don't create CRM contacts, so borrower and agent outreach goes untracked at closing. Add contacts and enroll them into closing workflows so outreach happens same day.

Create contacts and campaign entries from funded loans

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Overview

When funded loans don't populate your marketing platform, closing-stage outreach and referral tracking stall. This flow captures borrowers and agents as contacts and enrolls them into closing campaigns so campaign managers can execute same-day outreach and preserve closing momentum.

Create contacts and campaign entries from funded loans