Keep loan officers' CRM records current for every loan

Loan officers miss borrower updates when loan events don't reach the CRM, causing missed follow-ups and pipeline gaps. So loan officers see accurate pipeline and act quickly.

Overview

Loan officers lose deals when borrower and loan details lag in the CRM. This workflow keeps borrower and loan records current and normalized so officers work from accurate pipeline data and avoid missed follow-ups, with built-in lookups and alerts to catch mapping errors quickly.

Notable Features

Find or create borrower contact
Create loan transaction records in CRM
Update loan status and owner