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Create or update CRM opportunity for adverse loans

Create or update CRM opportunity for adverse loans

Loan status updates lack CRM context, leaving adverse loans unassigned and delaying referral outreach. Add or update CRM opportunities so loan officers can reach borrowers same day.

Create or update CRM opportunity for adverse loans

Overview

When a loan flips to adverse you need a clear owner and next step so referral relationships and borrowers aren't neglected. This flow creates or updates a CRM opportunity and assigns the originator, letting loan officers begin outreach same day and keep pipeline reporting accurate.

Create or update CRM opportunity for adverse loans