Keep loan officers and business owners updated on broker submissions

Loan officers miss broker-submitted borrower details buried in email, delaying outreach and loan processing. This flow creates complete loan applicant records in your CRM so officers begin outreach without delay.

Overview

Broker submissions left in inboxes delay outreach and put loan pipelines at risk. This workflow pushes complete applicant data into your loan CRM and alerts loan officers and processors, eliminating missed submissions and enabling faster handoffs. The result is cleaner records, fewer manual entries, and loan officers starting outreach without delay.

Notable Features

Create complete loan applicant records
Search for existing applicants
Notify loan officers and processors