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Create or update CRM contact from credit form

Create or update CRM contact from credit form

Your loan request form submissions often miss the CRM, leaving loan officers without applicant context. This creates or updates CRM contacts so your team can prioritize outreach the same day.

Create or update CRM contact from credit form

Overview

Online credit requests must enter the sales queue cleanly or loan officers waste time chasing details. This workflow captures form submissions into your CRM and notifies the team, so reps receive actionable applicant context and can follow up the same day.

Create or update CRM contact from credit form