Bankers: Never miss high-priority loan escalations and handoffs

Sales ops bankers miss loan files flagged high, risking approval delays and compliance exposure. Email and SMS alerts notify the loan owner so high-priority files get prompt attention.

Overview

High-priority loan files create compliance and approval risks when they go unnoticed. This workflow routes email and SMS alerts to the designated loan owner so urgent files get prompt attention and every escalation is recorded for audit.

Notable Features

Notify owner by email and SMS
Include loan file details in alerts
Trigger only when status set to High