Add application started label to deal cards for triage
Add application started label to deal cards for triage
Your deal cards lack application status when intake arrives, stalling handoffs and delaying review. Coordinators can begin review the same day when cards are labeled at intake.
Overview
Unlabeled application cards create manual lookups and slow down underwriting handoffs. This flow flags deals as 'application started' when intake arrives so operations can triage and begin review the same day.