Lenders submit applications and status updates via email and portal notifications, forcing loan officers to manually extract details, log them to a spreadsheet, and update the CRM in parallel. This dual-entry work creates delays, duplicates, and stalled deals that go unnoticed for days.
Automation reads incoming lender emails and portal alerts, extracts submission and status data, updates the CRM and pipeline in real time, and flags stalled deals daily. Loan officers spend minutes on follow-up instead of hours on data entry.
The full workflow, from trigger to completion.
Automation detects incoming email from known lender addresses or lender portal notifications containing submission or status keywords.
The automation reads email or portal message and extracts lender name, loan amount, submission date, application ID, and status using natural language processing.
Automation queries to see if this lender and deal combination already exists in the pipeline. If found, it updates the existing record instead of creating a new one.
Automation creates a new deal or updates the existing deal with submission details, stage, and lender name.
Automation appends or updates the row with the same submission details for backup and reporting.
Automation sends a formatted message to the team channel summarizing the submission or status change with key details.
Automation runs a daily check on all open submissions, identifies any with no status update in 5+ days, and posts a summary for broker action.
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