Update loan and borrower records from status changes

Your loan status updates missing in CRM leave processors without borrower context and delay closings. The workflow keeps loan and contact records current so processing and follow-ups happen same day.

Overview

When loan status changes fail to flow into CRM, processors and originators work from stale information and closings slip. This integration keeps loan and borrower records aligned so your team can act on status changes within minutes and keep closings on schedule.