Attach loan records to deals for accurate portfolio tracking

Your deals lack attached loan records, leaving financing context fragmented and slowing diligence. Link loans to deals on a schedule so sales ops and portfolio managers get financing context same day.

Overview

Manual loan attachments leave financing context fragmented and slow down diligence and reporting. This scheduled workflow links loans to deals and posts confirmations to your team channel, giving sales ops and portfolio managers same-day visibility after each run.