Loan officers keep co-borrower prospects accurate after pre-qual milestones
Loan officers keep co-borrower prospects accurate after pre-qual milestones
Loan officers lose deal momentum when loans switch to Pre Qual and co-borrower info goes stale. It updates co-borrower contact and loan status in your CRM so loan officers can follow up quickly.
Overview
Stale co-borrower data stalls loan progress and risks lost originations. This workflow keeps prospect records current and notifies loan officers immediately, ensuring follow-ups happen and pipeline momentum is preserved.
Notable Features
- Push co-borrower updates to CRM
- Match prospects by email or phone
- Notify loan officers of changes