Update loan status in CRM from LOS events
Update loan status in CRM from LOS events
Your LOS status updates land inconsistently in CRM, leaving originators unable to track closing progress. It keeps CRM status fields current so originators and coordinators see accurate status same day.
Workflow preview:
Zap details:
Overview
When LOS and CRM statuses drift, originators and coordinators lose time reconciling records and closings can stall. This flow pushes incoming LOS status changes into your CRM and stamps the last-status date, giving originators same-day clarity and cleaner handoffs.