Update partner lead records from loan status changes

Your loan status updates don't reach partner lead records, leaving originators without borrower context. Keep partner lead profiles current so originators can act on updates same day.

Overview

When loan statuses update, originators and operations need accurate borrower and loan context to act quickly; stale records stall outreach and slow deals. This workflow pushes loan changes into partner lead records so your originators can follow up with correct context within minutes, reducing manual reconciliation and missed outreach.