Create CRM deal notes from mortgage platform notes
Create CRM deal notes from mortgage platform notes
Your loan portal notes never appear on CRM deals, leaving brokers without crucial context. Loan officers always have full context on the CRM deal, ensuring accurate outreach before funding.
Overview
When portal notes aren’t visible in the CRM, loan officers work without critical borrower context and risk rework. This flow pushes portal notes onto the CRM deal so brokers and case managers act faster and make accurate outreach ahead of funding.