Create loan record from new application in CRM
Create loan record from new application in CRM
New loan applications arrive without CRM records, leaving officers with missing borrower context. Capture those applications into CRM so underwriting can start same day.
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Overview
When loan applications never land in CRM, underwriting stalls and borrower experience suffers. This flow guarantees every incoming application becomes a CRM record, giving loan officers full context and enabling underwriting to begin same day.