Update CRM deal status when loan status changes

Loan status changes that don't reach your CRM leave reps without context and delay follow-ups. Keep deal stages current so reps can prioritize actions and close faster same day.

Overview

Loan systems and your CRM often fall out of sync, leaving reps blind and deals stalled. This flow aligns deal stages with loan status so reps see context and act within hours, reducing follow-up delays and improving pipeline clarity.