Update CRM deals from incoming loan updates promptly

Your loan records aren't updating in your CRM, leaving deal stages and borrower info out of date. Keep deal stages, values, and close dates aligned so you can follow up same day.

Overview

When loan updates don't flow into your CRM, deal priorities and close dates go stale and timely outreach slips. This flow keeps borrower deals and expected close dates accurate by syncing loan updates into your CRM within minutes, so you can act and follow up the same day.