Create intake records for new loan deals automatically
Create intake records for new loan deals automatically
You lack client context when new deals fail to appear in your intake workspace, stalling onboarding and loan checks. Records arrive in your intake workspace so coordinators can begin tasks the same day.
Overview
When new mortgage deals don't reach operations, onboarding stalls and customers wait for next steps. This flow captures CRM deal details into your intake workspace so coordinators can start tasks the same day and reduce manual handoffs.