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Create past client CRM records from funded loans

Create past client CRM records from funded loans

You miss post-close context when loan updates don't create borrower and agent CRM profiles. Gain complete Past Client profiles for post-close campaigns within minutes.

Create past client CRM records from funded loans

Overview

When loans fund, you need complete Past Client records to convert closings into referrals and repeat business. This flow creates or updates borrower, co-borrower, and agent contacts and immediately marks them for post-close campaigns, enabling targeted outreach within minutes.

Create past client CRM records from funded loans