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Create deal folder and term sheet for new loans

Create deal folder and term sheet for new loans

Your loan entries often lack a shared deal folder and term sheet, delaying underwriting and owner handoff. You get populated folders, term sheets, and a loan number on the CRM deal same day.

Create deal folder and term sheet for new loans

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Overview

Stop manual folder creation and missing deal links — this flow builds a structured deal folder, copies a term sheet, and writes the loan number into the CRM so deal owners and sales ops have everything they need on intake. That means underwriting and outreach start the same day the application arrives.

Create deal folder and term sheet for new loans