Add loan status rows to central pipeline sheet
Add loan status rows to central pipeline sheet
Your loan status changes aren't logged centrally, so your officers lack timely context to prioritize files. Create loan rows for each status change so operations can act same day.
Overview
If loan status changes aren't recorded centrally, officers waste time hunting for context and decisions stall. This workflow keeps a single pipeline updated from your origination source so operations and loan officers can prioritize files and act the same day.