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Create or update transactions log from new deals

Create or update transactions log from new deals

Your deals and borrower details often stay only in the CRM, leaving the transactions log incomplete. Keep the transactions log current so coordinators can prepare files same day.

Create or update transactions log from new deals

Overview

When deals are created, incomplete logs force coordinators into manual triage and slow file preparation. This flow writes deal and contact details into a single transactions workbook so your transaction coordinators and ops managers have ready records and can prepare files same day.

Create or update transactions log from new deals