Business owners: receive single alert when loans reach OTC or CTC
Business owners: receive single alert when loans reach OTC or CTC
Loan operations leads miss Manual Inputs rows flipping to OTC/CTC, causing duplicate alerts and delaying funding. It sends a single, deduplicated email when a loan's status flips so leads can prioritize funding.
Overview
Loan operations leaders get bogged down by duplicate OTC/CTC alerts and funding gets delayed. This workflow ensures only one deduplicated email is sent per loan and records alerts centrally, so your lead can prioritize and progress loans with a clear inbox and no repeated notifications.
Notable Features
- Prevent duplicate loan alerts
- Send single email per loan
- Record alerted loans for tracking