Create or update CRM deals from loan status
Create or update CRM deals from loan status
Your loan status changes aren't reflected in CRM, causing mis-targeted outreach and missed campaign triggers. Keep deals and borrower contacts current so campaign managers can act ahead of closing.
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Overview
When loan milestones don't reach marketing, campaigns fire on stale data and outreach lands at the wrong time. This flow creates or updates deals and borrower contacts from qualifying substatus changes, enabling campaign managers to launch targeted outreach within minutes and before closings.