Skip to content
Log inSign up
Templates
Create or update prospect cards from loan updates

Create or update prospect cards from loan updates

Loan applications sometimes miss the pipeline board, leaving originators without clear status or next steps. Officers see accurate pipeline context same day as application cards are added or updated.

Create or update prospect cards from loan updates

Overview

Loan updates that don't surface in the pipeline board cause missed tasks and slow borrower follow-up. This flow creates or refreshes prospect cards automatically so loan officers and operations staff have accurate pipeline context and can act same day.

Create or update prospect cards from loan updates