Keep loan and borrower records complete for sales ops

Sales ops lose borrower contacts and unlinked loans in the CRM, causing processing delays and missed follow-ups. It creates or updates linked borrower and loan records so processing can start quickly.

Overview

Missing borrower contacts and unlinked loans create onboarding gaps that slow processing and frustrate clients. This workflow ensures every new loan creates or updates a linked borrower and transaction record so operations can start work quickly and no follow-ups slip through. Customers report cleaner files and faster handoffs after implementing similar flows.

Notable Features

Create or update borrower contacts
Generate linked loan transaction records
Assign record owner by loan originator