Notify stakeholders when loan application is received, update lead status, and delete associated files

Notify relevant stakeholders when a loan application is received, update lead status in Salesforce, and manage associated files in Dropbox for clearer reporting and improved collaboration.

Notify stakeholders when loan application is received, update lead status, and delete associated files

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Overview

Notify relevant stakeholders when a loan application is received, update lead status in Salesforce, and manage associated files in Dropbox for clearer reporting and improved collaboration.

Notify stakeholders when loan application is received, update lead status, and delete associated files