Sync loan updates to lead tracker and CRM
Sync loan updates to lead tracker and CRM
Your loan status updates aren’t reaching the branch lead tracker, leaving originators without current borrower context. Records stay current so originators and branch managers can act same day.
Overview
Stale loan updates leave originators without borrower context and slow follow-up. This flow ensures every incoming tracker update reaches your lead table and the assigned loan officer so teams see current status and can act same day.