Keep loan officers ahead with instant borrower records

Loan officers miss borrowers when loan updates don't reach the CRM, stalling pre-approvals and risking deals. Keep borrower and deal records current so loan officers can follow up promptly.

Overview

Loan originators lose prospects when borrower details lag between the LOS and CRM. This workflow ensures borrower contacts and opportunities are created or updated as statuses change, transforming pipeline handoffs so loan officers follow up faster and fewer qualified prospects slip through the cracks.

Notable Features

Create or update borrower contacts
Open opportunities for loan stages
Notify reps when status changes