Keep lender contact records accurate for IT and ops teams

IT admins receive lender details that leave CRM contacts incomplete, forcing deal teams to chase missing info. It keeps lender records current across your CRM, so deal teams start with accurate contacts.

Overview

Inconsistent lender contacts force deal teams into manual reconciliation and slow financing handoffs. This workflow lets IT ingest lender details and keep CRM records current, eliminating manual updates and enabling faster handoffs between operations and deal teams. Expect dramatically fewer missed lender contacts and faster, more reliable deal progression.

Notable Features

Create or update CRM contacts
Parse lender fields into contact fields
Notify ops when new lenders added