Sales ops: capture borrower contacts and loan records
Sales ops: capture borrower contacts and loan records
Sales ops see borrower info arrive outside CRM, causing loan officers to miss outreach. This flow creates or updates borrower contacts and loan records, assigns owners, and gets reps on outreach.
Overview
When borrower records land outside the CRM, loan officers miss outreach and pipeline momentum suffers. This workflow ensures borrower contacts and loan records land in CRM and are assigned to the right originator, enabling faster outreach and zero missed follow-ups.
Notable Features
- Create or update borrower contacts
- Link loan records to contacts
- Assign originator and notify rep