Create CRM deal notes from mortgage system notes

Your mortgage deal notes live outside the CRM, leaving loan officers without a unified history for underwriting and client replies. They get consolidated CRM notes for every deal, available same day.

Overview

Notes left in the mortgage origination tool create blind spots for loan officers and slow approvals. This flow brings those notes into the CRM as linked deal entries so processors and originators have unified context within minutes, reducing rework before underwriting.