Business owners: keep loan boards archived and tidy

Business owners see loan boards pile up when records change, leaving account teams on stale workspaces. Boards get archived on loan updates so operations and account teams work from active workspaces.

Overview

Stale loan boards force account teams to hunt for active cases and create handoff friction. This integration archives project boards when loan records change, eliminating workspace clutter so operations and account teams work from a single source of truth and handoffs happen faster.

Notable Features

Archive project boards on updates
Check loan status before archiving
Notify account teams when archived