Assign loan officer upon application approval each time
Assign loan officer upon application approval each time
Your approved applications sit unassigned in the intake sheet, delaying borrower contact and underwriting handoffs. Automatic assignment starts so loan officers receive queues the same day.
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Overview
Approved applications often sit unassigned in intake sheets, creating manual work and slowing borrower outreach. This flow starts the assignment subflow immediately, removing triage work so loan officers receive their queues the same day and outreach happens faster.