Create lender outreach record from deal stage change
Create lender outreach record from deal stage change
Your deals moving into LOI or under contract can miss lender outreach and delay capital matching. It creates lender interaction entries so your deal managers can start outreach same day.
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Overview
When deals move into LOI or under contract, lender outreach windows open quickly but often go unassigned. This flow automatically logs lender interactions, links them to the deal, and flags them high priority so deal managers can begin outreach the same day.