Keep mortgage pipelines current for loan officers and originators

Loan officers miss status changes in origination systems, causing delayed outreach and stalled closings. This workflow updates CRM records on stage changes, so loan officers can prioritize follow-up.

Overview

Loan officers risk stalled closings and missed outreach when CRM records lag origination systems. This workflow keeps borrower and deal records aligned to loan stage changes so officers can prioritize status-driven outreach and maintain a clear audit trail. Expect faster response times and dramatically fewer missed follow-ups.

Notable Features

Update CRM records on stage change
Tag contacts by loan status
Notify loan officers of adverse statuses