Skip to content
Templates
Create opportunity and client folder for new loans

Create opportunity and client folder for new loans

You receive loan submissions without an organized contact record or folder, which stalls originators and delays documentation. You get a CRM opportunity and a standardized borrower folder ready same day.

Create opportunity and client folder for new loans

Workflow preview:

Zap details:

Overview

When loan submissions sit as unstructured records, originators waste time and documentation falls behind. This flow turns each submission into a CRM opportunity, creates a borrower folder with standard subfolders, and logs it in your tracker so files are intake-ready the same day.

Create opportunity and client folder for new loans