Update loan and borrower records in your CRM instantly
Update loan and borrower records in your CRM instantly
Your loan status updates arrive out of sync, leaving borrower and loan records stale and causing missed follow-ups. Keep borrower records and loan milestones current so originators can act same day.
Overview
When loan milestones don't reach your CRM, originators lose context and closings stall. This flow writes incoming loan events into contact and loan records and routes ownership so your team sees updated status and can act the same day.