Send loan stage updates to partner engagement platform
Send loan stage updates to partner engagement platform
Loan stage changes that don't propagate leave referral managers and loan ops without context for outreach. This sends updated loan records to your engagement endpoint so outreach fires within minutes.
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Overview
When loan-stage changes don’t reach engagement tools, referral managers and loan ops work from stale data and outreach slips. This flow forwards stage updates and a normalized borrower name so outreach triggers within minutes and handoffs stay reliable.