Set appointment times in CRM when client reschedules
Set appointment times in CRM when client reschedules
Your mortgage bookings go out of date when clients reschedule, leaving loan officers with incorrect times. Updated CRM records ensure coordinators see the new times the same day.
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Overview
When clients move mortgage meetings, CRM records can fall out of sync and loan officers miss prep. This flow updates appointment records and flags reschedules so coordinators and loan officers see accurate times the same day.