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Create deal and contact when an application starts

Create deal and contact when an application starts

Your mortgage applications often arrive without CRM context, leaving borrower information and deal links scattered for advisors. Get complete contact and deal records in your CRM the same day.

Create deal and contact when an application starts

Overview

When an application starts, advisors need borrower context right away to move deals forward. This flow turns each application into a contact and deal in your CRM so advisors have complete records and can follow up the same day.

Create deal and contact when an application starts