Mortgage consultants keep prospect records accurate when loans are funded
Mortgage consultants keep prospect records accurate when loans are funded
Mortgage consultants miss post-funding outreach when borrower contacts and loan status stay stale. Keep prospect records aligned with funded loans so staff can start outreach quickly.
Overview
Stale borrower records force mortgage consultants to chase post-funding outreach and risk missed opportunities. This workflow updates prospect records when loans fund and notifies client-facing staff, enabling faster post-funding outreach and eliminating missed follow-ups.
Notable Features
- Update prospect records when loans fund
- Map borrower fields to your CRM
- Notify client-facing staff of funded loans