Send loan stage updates to external lead system

Your loan stage updates don't reach the lead system, leaving referral coordinators without status and delaying outreach. It delivers stage context to the lead endpoint so teams can act same day.

Send loan stage updates to external lead system

Overview

When loan stages fail to propagate, referral coordinators and loan operations lose context and outreach stalls. This flow reliably pushes stage updates into your lead system within minutes so teams can prioritize follow-up and avoid manual fixes same day.

Send loan stage updates to external lead system