Clear lender statuses and refresh deal title for deals

Your deals retain stale lender offer and status values when an application restarts, leaving reps without correct context. The workflow clears lender fields and updates the title so records are accurate for follow-up.

Overview

Stale lender offers in deals mislead reps and slow outreach; this flow eliminates that friction by clearing lender fields and refreshing titles as soon as an application flag changes. The result is accurate deal context for same-day follow-up and cleaner pipeline reporting.