Custom Loan Processes

This tutorial walks you through how to create and modify loan processes for use with the Surefire In-Process CRM and loan processing functionality.

  • Loan processes are made up of your loan statuses.
  • Account administrators can create companywide loan processes for everyone to use, and individual users can create loan processes of their own.
  • You assign a campaign to a loan process. This is the in-process CRM campaign that will be implemented as loans move through this particular loan process. Most emails that go out as part of these campaigns will be triggered when a loan status is updated in your pipeline.