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Accounting directors capture sent-to-lender status events for client records

Accounting directors capture sent-to-lender status events for client records

Accounting directors lose client 'sent to lender' updates, causing missed follow-ups and inaccurate records. Automated events add status entries to profiles, so account managers follow up promptly.

Accounting directors capture sent-to-lender status events for client records

Overview

Missed ‘sent to lender’ updates create billing gaps and frustrate clients. This workflow converts status changes into visible client events and alerts the assigned account manager, eliminating missed follow-ups and keeping records audit-ready.

Notable Features

  • Add status events to profiles
  • Notify account managers promptly
  • Keep audit-friendly activity logs

Accounting directors capture sent-to-lender status events for client records