Business owners trigger post-signing approvals for loans

Business owners watch loan opportunities hit 'Loan Signed' but miss post-signing handoffs, risking compliance gaps and processing delays. Alerts notify approvals and ops so approvals begin post-signing work quickly.

Overview

Missed post-signing handoffs create compliance risk and slow processing, and business owners need reliable alerts. This workflow routes 'Loan Signed' deals to approvals and operations so post-signing tasks start quickly and response times drop dramatically.

Notable Features

Send alerts to approvals and ops
Create centralized loan record
Add post-signing compliance checklist