Create new loan record in Podio for closed loans from specified actions

Create a new record for closed loans in Podio when an action occurs, ensuring all relevant loan details are captured and organized for clearer reporting and faster processing.

Create new loan record in Podio for closed loans from specified actions

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Overview

Create a new record for closed loans in Podio when an action occurs, ensuring all relevant loan details are captured and organized for clearer reporting and faster processing.

Create new loan record in Podio for closed loans from specified actions