Create potential application items when deal status changes
Create potential application items when deal status changes
When a deal's status changes, you miss lender matching and eligibility context, causing outreach delays and lost momentum. Campaign managers get prioritized eligible lender matches for same-day outreach.
Overview
When deal stages shift, your marketers need immediate lender context to keep outreach timely and relevant. This workflow matches deals to eligible lenders and creates potential application items so campaign managers can prioritize same-day follow-up.