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Create loan and contact records from form submissions

Create loan and contact records from form submissions

Your pre-application forms come in without linked borrower records, causing manual entry and duplicates. It creates or updates contact and loan items and provisions folders for same-day intake.

Create loan and contact records from form submissions

Overview

Intake that doesn't create records wastes loan officer time and creates duplicate work. This flow captures pre-application submissions into borrower and loan records, provisions folders, and links everything so officers can act same day. It removes manual entry and accelerates first contact.

Create loan and contact records from form submissions