Business owners: Alert admissions reps when financing requests are done

Admissions reps lose context when financing requests are marked Done, risking stalled closures and unhappy applicants. Notifications include comments so the assigned rep can close cases.

Overview

When financing requests are marked Done without context, admissions handoffs stall and cases linger. This workflow delivers request details and comments directly to the assigned admissions rep so cases are closed and follow-up is coordinated. The result is faster handoffs, fewer missed follow-ups, and a clearer audit trail.

Notable Features

Send rep notifications with comments
Attach request context to alerts
Route alerts to assigned rep