Business owners: alert clients to mortgage payment changes

Business owners and caseworkers miss mortgage payment change emails, causing clients to pay wrong amounts. Automated alerts email clients and caseworkers, ensuring payments are verified.

Overview

Missed mortgage payment changes create client disputes and operational risk for business owners. This workflow ensures clients and caseworkers are notified and confirmation records are captured, driving faster verification and far fewer unconfirmed payment changes.

Notable Features

Email clients and caseworkers immediately
Create follow-up tasks for caseworkers
Log notice in client record