Add closed mortgage deals to campaign review sheet
Add closed mortgage deals to campaign review sheet
Closed deals lack normalized contact and lender data, creating manual work before email sends. It builds ready-to-review spreadsheet rows and pings owners so lists are ready same day.
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Overview
Closed deals missing normalized fields create last-minute cleanup and delay sends. This flow turns each closed mortgage deal into ready-to-review spreadsheet rows and pings the owner, so campaign lists are prepped and validated the same day. That reduces send-time friction and keeps branch marketing coordinated.