Create CRM lead and deal from new loan
Create CRM lead and deal from new loan
Your loan applications arrive without borrower records or owner assignment, leaving follow-up and onboarding unclear. Add the borrower and a deal to your CRM so agents can start outreach same day.
Overview
When a loan is created, borrower info must appear in your CRM with an owner assigned so agents can act immediately. This flow creates the contact, assigns an agent from your translation table, and opens a deal so outreach can begin the same day.