Create prospect opportunities from new loan records for follow-up

You get new loan records that aren't logged into your CRM, so reps lack context and follow-ups are delayed. It creates prospect opportunities for loan officers so outreach occurs same day.

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Overview

When new loan records skip your CRM, borrower outreach stalls and conversion windows close. This flow turns each incoming loan into a prospect opportunity and routes it to the right loan officer, ensuring outreach starts same day and follow-ups stay timely.