Update loan records from partner status updates to your LOS
Update loan records from partner status updates to your LOS
When partner status updates don't reach your loan system, your sales ops and loan officers lose borrower context and miss key milestones. It updates records so outreach is prioritized same day.
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Overview
When partner status updates don't flow into your LOS, loan officers and sales ops spend time reconciling records and miss timely outreach. This flow keeps borrower data and milestone stages current so teams can prioritize follow-up and execute same-day outreach.