Update opportunity stage from incoming loan status changes
Update opportunity stage from incoming loan status changes
Your loan status updates never reach sales records, leaving opportunities untracked and originators without context. You receive contact and opportunity updates so deals stay current the same day.
Overview
When loan statuses change, your CRM can fall out of sync and deals can stall while originators hunt for context. This flow keeps contacts and opportunities aligned with loan stages so originators and sales managers see accurate stages and act the same day.