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Create a loan closing record when funding status changes

Create a loan closing record when funding status changes

Your funded loan records miss a consistent closing entry, forcing manual rekeying and slowing settlements. It creates a single closing record for sales ops and closers, enabling same-day handoffs.

Create a loan closing record when funding status changes

Overview

Funded loans that don't surface to closers on time cause rework and settlement delays. This workflow captures funded loan updates into a single closing record, eliminating manual rekeying and enabling same-day handoffs for sales ops and closing teams.

Create a loan closing record when funding status changes