Lender submission and pipeline tracking involves receiving loan applications, compiling documents, submitting to lenders, and monitoring responses across multiple channels.
Automation captures submission details from incoming emails, logs them to a centralized tracker, monitors lender responses, and triggers timely follow-ups. The result is faster response times, fewer lost submissions, and consistent client updates.
The full workflow, from trigger to completion.
Automation detects a new loan application submission or an incoming lender response email. The trigger captures borrower details, loan amount, lender name, and any status updates.
The automation extracts key information from the submission request or lender email, including borrower name, loan amount, lender, submission date, and response status. Extracted data is validated against known lender formats.
Submission details are automatically created or updated as a deal record, with status, lender, borrower, and loan amount fields populated. The record links to the client contact.
A message is sent to the broker with submission summary and any lender requests or status changes, ensuring immediate visibility without email clutter.
The system checks if the submission has exceeded the expected response window (e.g., 5 business days). If yes, a follow-up is triggered; if no, the submission remains in active tracking.
If follow-up is needed, an automated email is sent to the lender requesting a status update. The email is logged and the submission status is marked as awaiting response.
A summary email or message is sent to the broker with the latest submission status, ready to share with the client. The broker reviews and sends to the client with any additional context.
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