Skip to content
Log inSign up
Templates
Create deal tracker rows from incoming lender responses

Create deal tracker rows from incoming lender responses

Your lender responses arrive disconnected from deal records, leaving brokers without underwriting context. The tracker updates so sales ops and brokers can act on responses same day.

Create deal tracker rows from incoming lender responses

Overview

Lender responses frequently land outside your pipeline, leaving brokers without underwriting context and slowing closings. This flow captures each response into your deal tracker so sales ops and brokers see the right details and can act on responses same day.

Create deal tracker rows from incoming lender responses