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Create referral lead and update borrower contact record

Create referral lead and update borrower contact record

Loan records flagged as referrals leave borrower and broker contacts disconnected. It creates a referral lead and links it to the borrower so marketing can begin outreach same day.

Create referral lead and update borrower contact record

Overview

When loans are tagged from referral partners, borrower and broker context often never reaches marketing systems, stalling targeted outreach. This flow creates a referral lead and ties it back to the borrower contact so campaign managers can begin outreach the same day.

Create referral lead and update borrower contact record