Create or update loan deals from online applications

Your online loan applications arrive untracked, causing duplicates, wrong owners and delayed approvals. It creates or updates CRM deals and assigns owners so outreach happens the same day.

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Overview

Incoming loan applications must appear in your pipeline instantly or you risk delayed approvals and missed follow-ups. This flow creates or updates deals, assigns owners based on campaign source, and gets applicants into the MD or loan coordinator queue the same day.