Add funded borrower to homeowner records and send alert

Your funded loans stay stuck in the LOS, so borrower profiles aren't created and follow-up is delayed. The workflow creates homeowner records and alerts officers so outreach starts the same day.

Overview

Stop manual handoffs after funding and ensure homeowner records are created automatically so account managers can launch welcome or retention outreach the same day. This reduces follow-up gaps and keeps post-funding onboarding on schedule.