Create mortgage file and CRM deal from application
Create mortgage file and CRM deal from application
Your mortgage applications arrive without a CRM deal or client folder, causing slow document collection and manual entry. Create the deal and client folder so brokers start documents same day.
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Overview
When applicants submit through your intake flow, this flow turns each submission into a tracked deal, client folder, and review task so brokers avoid manual entry and start document collection immediately. Activating it ensures file review tasks are scheduled within a week and realtor or team notifications go out the same day.