Keep loan processor records updated after ID push
Keep loan processor records updated after ID push
Loan processors miss applicant updates when ID Push tags sit only in CRM, causing processing delays. It sends updated contact fields to the LOS so processors get applicant data, avoiding manual entry.
Overview
Loan processors risk processing delays when applicant data stays trapped in the CRM. This workflow pushes tagged contacts into your LOS and notifies processors, eliminating manual entry and ensuring applicant records are ready for review. Expect fewer handoffs and clearer audit trails.
Notable Features
- Route tagged contacts to LOS
- Create or update applicant records
- Send processor alerts on updates