Send loan stage updates to CRM-style lead system
Send loan stage updates to CRM-style lead system
Your loan stage updates fail to reach the lead system, causing missed follow-ups and unclear borrower ownership. Keep borrower and officer context synced so outreach happens the same day.
Overview
Loan stage changes are critical signals — when they don't land in your lead system, outreach stalls and ownership gets fuzzy. This flow forwards configured stage updates to your lead-management platform so referral coordinators and loan ops see current status within minutes, enabling same-day outreach and cleaner handoffs.