Keep marketing ops' loan records enriched and aligned

Marketing ops managers see loan records split between systems, causing misassigned campaigns. It upserts loans for selected originators so marketing ops can start nurture and keep assignments correct.

Overview

Loan record mismatches cause marketing ops to enroll the wrong prospects and delay campaign starts. This workflow upserts loans for chosen originators, guaranteeing marketing sequences start reliably and assignments remain accurate. Marketing ops can reduce manual fixes and rely on consistent, enriched loan data to drive nurture.

Notable Features

Upsert loans for selected originators
Enrich loan records with originator info
Trigger marketing nurture and assignments