Create CRM loan records when substatus changes
Create CRM loan records when substatus changes
Your loan and borrower details don't reach CRM when substatus changes, causing outreach gaps and underwriting delays. Get borrower, company and deal context into CRM for loan officers same day.
Overview
Loan status changes must surface borrower and deal context in the CRM or follow-up stalls and underwriting lacks visibility. This flow creates or updates company, contact and deal records and links them so loan officers have complete context for outreach the same day.