Update settled deal records and close linked deals
Update settled deal records and close linked deals
Your CRM won deals often fail to update your records, causing duplicate payouts and unclear ownership for settled mortgages. Get accurate settled deal records and close linked entries the same day.
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Overview
When a mortgage deal is marked won, stale records can cause duplicate payouts and compliance gaps. This flow keeps your central deal table current and automatically flags linked records, so brokers and coordinators have settled data the same day.