Alert channels on post-approval clearance and update ticket
Alert channels on post-approval clearance and update ticket
Your post-approval ticket updates miss channels, leaving disbursement steps stalled. The workflow posts a clearance notice and updates the ticket so coordinators can act the same day.
Overview
When post-approval clearance updates don't reach the right channel, disbursement work stalls and underwriting waits on manual handoffs. This workflow ensures a threaded clearance notice is posted and the originating ticket is updated so coordinators can complete checks the same day.