Link loan line items to deals in CRM

Your loan line items arrive unlinked, leaving brokers without loan context for calls or offers. Linking or creating the deal gives brokers full loan context for outreach and pipeline in minutes.

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Overview

Stop losing loan context between systems—this flow links each incoming line item to its CRM deal or creates the deal when missing so brokers always see full loan details. That reduces manual lookups and keeps your pipeline accurate within minutes.