Create loan and contact records from new applications

You receive new loan submissions without borrower CRM records, stalling prep and delaying client outreach. It creates contact and loan records so your team can begin underwriting and outreach same day.

Overview

When loans arrive without CRM records, underwriting and client outreach slow down and borrowers wait. This flow creates a borrower contact and a linked loan record so your loan officers and ops team can start underwriting and outreach the same day, reducing manual handoffs.