Business owner: notify underwriters when cases need review

Business owners see underwriting cases stall when cards move to Needs Underwriting, causing review backlogs. Alerts deliver case details to underwriters so reviews start promptly and cases don't sit idle.

Overview

Underwriting workflows stall when cases wait for manual handoffs. This automation routes every case that hits Needs Underwriting directly to your underwriters with full context, eliminating manual notifications and ensuring reviews start promptly. With logging in place, you get a clear audit trail so nothing slips through the cracks.

Notable Features

Notify underwriters when status changes
Include full case details in alerts
Route alerts to assigned underwriters