Keep mortgage records current for loan officers and reps

Loan officers lose ownership and status when new loans don't update the CRM. This pushes borrower and mortgage lead updates to the CRM so officers follow up quickly.

Overview

Missed ownership and stale borrower data let outreach stall and pipelines go cold. This workflow connects your loan system to the CRM so borrower and mortgage lead records stay current and ownership is always correct. The result is faster response times and far fewer missed follow-ups, allowing loan officers to focus on closing.

Notable Features

Update borrower contact records
Assign lead owner by originator
Create or update mortgage leads