Update opportunity and owner when mortgage loan funds
Update opportunity and owner when mortgage loan funds
Your funded loan updates aren't reaching CRM, leaving opportunity stages and owners out of date for post-close work. Updates land in CRM so mortgage specialists can trigger closing tasks same day.
Overview
If funded loan events don't reach your CRM, opportunity stages and post-close outreach fall behind. This flow updates opportunity records and assigns owners within minutes so mortgage specialists and referral managers can act same day.