Business owner: Keep loan manual actions linked reliably

Business owners missing manual service links leave loan records with orphaned tasks and broken handoffs. It records manual action links to the correct loan so operations have centralized audit trails.

Overview

Unlinked manual service actions create audit gaps and risky handoffs for operations. This workflow ensures every manual action is attached to the correct loan row, creating a single audit trail and eliminating orphaned tasks. Operations leaders get more reliable handoffs and clearer accountability.

Notable Features

Attach task links to loan rows
Update service pipeline record entries
Notify operations and service staff