Update mirrored CRM deal stage from loan stage changes
Update mirrored CRM deal stage from loan stage changes
Your loan stage changes aren't reflected in CRM, leaving brokers without pipeline context for prioritization. Keep deal stages aligned so brokers can act on accurate pipeline data within minutes.
Overview
When loan stages change, brokers can lose sight of priority deals and miss timely outreach. This workflow keeps CRM deal stages and amounts updated from application-stage changes so brokers and coordinators see accurate status and can act within minutes.