Business owners: prevent submissions missing KVV and KI
Business owners: prevent submissions missing KVV and KI
Loan case handlers forward cases to lenders without KVV or KI approvals, causing lender submission delays. Alerts inform handlers and stakeholders so approvals are completed before submission.
Overview
Loan operations face lender submission delays and rework when KVV or KI approvals are missing. This workflow routes missing-approval alerts to the assigned case handler and stakeholders, turning risky handoffs into reliable checks and ensuring approvals are completed before submission so lender rework is avoided.
Notable Features
- Alert case handlers and stakeholders
- Check KVV and KI approval fields
- Attach case ID and link