Update deal and prospect records from loan changes

Your CRM deal and prospect records go stale after loan updates, leaving originators missing borrower context. Keep deal and prospect data current so reps have milestone info same day.

Overview

When loan details change in your loan system, stale CRM records slow originators and risk missed closing steps. This flow keeps deal and prospect records aligned with loan updates so reps see borrower and milestone context within minutes, improving readiness ahead of closings.