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Manual document collection slowing deals; constant back-and-forth with clients/borrowers
Inconsistent follow-up causing leads to slip through the cracks
No centralized dashboards, lacking real time pipeline/KPIs
Compliance/accuracy risks from manual copy-paste and filing
Onboarding delays creating drag, risking lost opportunities
Weak pipeline and stage visibility, making stuck deals too unnoticed
Back and forth scheduling, and no-shows wasting time and hurting conversion
Lack of team accountability - unclear activity tracking makes it hard to see who’s following up and who’s falling behind