Update CRM loan and prospect records on loan changes
Update CRM loan and prospect records on loan changes
Loan records and prospect profiles fall out of sync when origination updates arrive, leaving originators without closing context. Keep prospect and deal records aligned so teams can act same day.
Overview
When loan updates don't reach your CRM, originators and sales managers lack the context needed to move deals and coordinate closings. This flow computes key status markers and pushes up-to-date borrower, property, and stage information into prospect and deal records so teams see changes within minutes and can act same day.