Create CRM contact from each new loan application
Create CRM contact from each new loan application
Your loan applications lack borrower contact records, leaving originators unable to reach applicants promptly. The workflow creates borrower contacts so brokers can follow up same day.
Overview
Loan files often land without borrower CRM records, slowing broker outreach and creating manual workload for sales ops. This flow captures borrower details and creates clean CRM contacts so brokers can begin outreach the same day and keep pipeline data accurate.