Business owners: create follow-up cases when loans await documents

Business owners see 'awaiting loan documents' statuses overlooked, causing missed requests and loan delays. Create follow-up cases so operations get clear ownership and tracked next steps.

Overview

Missed document requests stall loan throughput and create compliance risk for loan operations. This workflow spawns tracked follow-up cases with assigned owners and checklists, ensuring operations start collections promptly; teams report fewer missed follow-ups and faster response times.

Notable Features

Create case when status changes
Assign ownership to loan operations
Add document checklist to case