Create new CRM contact and assign loan officer
Create new CRM contact and assign loan officer
Your borrower signups from intake portals arrive without assigned records, so loan officers lack context and outreach stalls. Build full contact records and assign agents so outreach starts same day.
Overview
Stop letting intake signups sit unassigned and cold. This workflow converts every borrower webhook into a complete contact record and routes it to the right loan officer automatically. That means reps get context and can start outreach the same day.