Update client contact from parsed loan application email

Your loan emails lack structured borrower contact details, causing manual lookups and follow-up delays. This updates CRM contacts so originators have accurate info for same-day outreach.

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Overview

Inbound loan application emails frequently arrive unstructured, leaving originators to manually extract borrower details and slowing outreach. This flow extracts contact data and updates CRM records automatically so originators have accurate borrower info for same-day follow-up.