Update borrower profiles when CRM deal stage changes
Update borrower profiles when CRM deal stage changes
Your deal-stage updates leave borrower profiles missing price and close dates, slowing loan officer follow-up. Keep borrower records current so officers can act quickly and close loans on schedule.
Overview
Deal-stage changes should immediately surface in borrower profiles so loan officers aren’t working from stale data. This flow writes stage, price, and milestone dates into contact records within minutes so officers can act the same day and avoid closing delays.