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Update CRM contact when refinance form is completed

Update CRM contact when refinance form is completed

Your refinance form submissions often arrive without CRM status updates, blocking finance from prioritizing approvals. It flags contacts as refinance complete so your team can start reviews same day.

Update CRM contact when refinance form is completed

Overview

Refinance intake can stall approvals when CRM records aren’t updated. This flow updates contact records automatically on form submission so loan coordinators and finance managers can begin underwriting and funding checks same day.

Update CRM contact when refinance form is completed