Update borrower and loan records into support CRM

Loan status changes not pushed into borrower records leave support reps without closing context. Get up-to-date borrower and loan context for every ticket, enabling faster resolutions same day.

Overview

When loan status updates never reach borrower records, support reps lack the context needed to answer questions quickly. This flow keeps borrower and loan data current in your support CRM so reps resolve cases faster, with fresh case context available same day.