Clear lender status and normalize deal titles for sales reps

Sales reps get outdated lender fields on deals, causing misrouted outreach. Clear lender fields and standardize the deal title so reps contact lenders with correct info.

Overview

Outdated lender fields cause misrouted outreach and stalled lender conversations. This flow clears lender offer/status fields and standardizes the deal title when a new application starts, turning messy records into sales-ready deals and eliminating mismatched outreach. Customers report faster lender outreach and fewer follow-up errors.

Notable Features

Clear lender specific status fields
Normalize deal titles to standard format
Notify sales reps of updated records