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Create customer records and referrals from new loans

Create customer records and referrals from new loans

Your loan intake often arrives without CRM links or agent contact, making support hunt for borrower context. This produces borrower and referral records so support can start onboarding the same day.

Create customer records and referrals from new loans

Overview

When loans arrive without CRM links or agent info, support wastes time chasing context and onboarding stalls. This flow turns each new loan into a linked project and referral record so your support coordinators can begin outreach and onboarding the same day.

Create customer records and referrals from new loans