Notify team of duplicate contact detected in CRM
Notify team of duplicate contact detected in CRM
When new borrower contacts enter your CRM without dedupe checks, loan officers face duplicate profiles and confusing outreach. Resolve duplicates fast so your pipeline stays accurate and loans progress today.
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Overview
Duplicate borrower records cause redundant outreach and slow down closings. This flow flags duplicates the moment a contact is created and posts clear context to your team channel so sales ops can resolve issues and keep loans progressing same day.