Update loan deal and add selling agent as partner
Update loan deal and add selling agent as partner
Your loan updates lack listing-agent contacts, leaving reps unable to reach sellers and stalling commission steps. It creates or finds the selling agent record and updates the deal so owners can act same day.
Overview
When loan records arrive without a linked listing agent, reps waste time and deals stall; this flow finds or creates the selling agent and links them to the loan deal. That gives sales ops and loan officers accurate contacts and enables same-day outreach and smoother commission workflows.