Create detailed loan lead from status update for originators
Create detailed loan lead from status update for originators
Loan status updates lack structured lead records and leave originators without borrower or property detail. This delivers full lead details to sales so originators can follow up same day.
Overview
When loan statuses change mid-process, originators often lack the borrower and property context needed to act, slowing outreach and closings. This flow turns each qualifying status update into a complete sales lead with key dates and a deep link, so originators can contact prospects same day and keep deals moving.