Mortgage brokers: attach credit summaries to CRM contacts
Mortgage brokers: attach credit summaries to CRM contacts
Mortgage brokers processing credit reports miss files sent by webhooks, causing underwriting stalls and delayed client approvals. This workflow formats summaries, attaches the PDF to the CRM contact, so brokers see credit status within minutes for faster assessment.
Overview
Mortgage brokers risk underwriting delays when credit reports don't land in the CRM. This workflow formats each report and attaches the PDF to the borrower record, eliminating missed credit files and enabling faster client assessment; response times drop dramatically and brokers can make underwriting decisions with confidence.
Notable Features
- Attach formatted credit PDFs to contacts
- Create readable credit summaries in CRM
- Flag risky files for broker review