Set opportunity stage after credit pull for loans
Set opportunity stage after credit pull for loans
Loan opportunities stay in the wrong stage after credit pulls, leaving loan officers unsure which deals are ready. Stages update automatically so your team sees accurate status within minutes.
Overview
Credit-pull results often leave deals stuck in the wrong stage and slow down underwriting handoffs. This flow advances opportunity stage automatically so loan officers and pipeline managers see accurate status within minutes, enabling faster prioritization ahead of closing.