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Create opportunity when loan becomes close-ready for sales

Create opportunity when loan becomes close-ready for sales

Your loan files lose borrower details when they reach the close-ready milestone, leaving owners unsure who to contact. Capture and update a sales opportunity so reps have borrower context and can act same day.

Create opportunity when loan becomes close-ready for sales

Overview

For agencies managing financial-services clients, missed close-ready files mean missed revenue and frustrated clients. This flow captures borrower and property details into opportunities and routes them to the right owner so account teams can act same day.

Create opportunity when loan becomes close-ready for sales