Update loan code records from incoming deal events
Update loan code records from incoming deal events
Your loan code records go stale when deal events fail to update CRM. Keep ownership and update flags current so loan officers and commercial managers can act same day.
Overview
When external deal feeds don't reach your CRM, ownership confusion stalls outreach and delays pipeline movement. This flow updates loan code records and assigns owners within minutes so loan officers and commercial managers can follow up the same day.