Update contact and lead when loan date changes
Update contact and lead when loan date changes
Your loan records lack updated closing dates in CRM, so borrower and realtor outreach misses timing and context. Keep borrower contacts current for timely outreach ahead of closing.
Overview
Outdated closing dates in your CRM create last‑minute scramble and missed outreach windows for consultants and coordinators. This workflow keeps borrower records and closing context current so your team can execute timely reminders and outreach within minutes ahead of closing.