Real estate brokers move loan opportunities to Submission Prep

Real estate brokers risk missed submissions when intent-to-proceed dates aren't reflected in CRM. This workflow moves opportunities to Submission Prep so loan officers begin submission tasks promptly.

Overview

Missed submission windows cost real estate brokers closings and commissions. This workflow advances opportunities to Submission Prep when intent-to-proceed dates post, ensuring loan officers start submission tasks and manual stage updates are eliminated so your pipeline stays accurate.

Notable Features

Move opportunities to Submission Prep
Notify loan officers of intent-to-proceed
Attach tracker notes and loan data