Create CRM contact and deal from loan updates
Create CRM contact and deal from loan updates
Loan status updates arrive without CRM matches, leaving borrower records incomplete. Create or update contacts and deals so loan officers get pipeline visibility same business day.
Overview
When loan statuses update, originators need borrower records and an active deal to move quickly. This flow creates or updates contacts and deals and sends stage-based borrower messages so loan officers gain pipeline visibility and can follow up the same business day.