Update mortgage deal from borrower application in CRM
Update mortgage deal from borrower application in CRM
You receive borrower applications that aren't reflected on deal records, leaving loan officers without context. The workflow updates deal records with application links and dates so reps can act the same day.
Overview
When borrower applications arrive, your deals must reflect that information immediately to avoid missed follow-ups and slow handoffs. This flow writes the application link, date, and contact context to the deal so loan officers can prioritize and act the same day.