Update CRM loan records from status changes in LOS
Update CRM loan records from status changes in LOS
Your loan records miss status and borrower updates, stalling closings and creating reconciliation gaps for originators. Keep CRM loan and borrower fields current so teams can close on time.
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Overview
Stale loan data in the CRM causes closing delays and reconciliation headaches for originators and finance staff. This flow keeps borrower and loan records aligned to source status so your team can assign owners and close deals on schedule, with updates reflected the same day.