Create mortgage deal and client record in CRM
Create mortgage deal and client record in CRM
Mortgage applications arrive without borrower profiles or linked deals, causing follow-up delays. It creates contact and deal records so brokers and file managers can begin processing same day.
Overview
Stop losing time to manual entry when applications arrive — ensure every new mortgage application becomes a contact and deal record so brokers can act immediately. This creates owner-assigned deals and records initial contact same day, improving handoffs for file managers.