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Create and route review records to team boards

Create and route review records to team boards

You get client reviews in a submission board with no clear owner, delaying public responses. Route reviews to the right internal board and alert leadership for same-day follow-up.

Create and route review records to team boards

Overview

New client reviews often land in an intake board with no owner, so loan officers and leaders miss chances to amplify positives and remediate negatives. This flow captures each review, routes it to the right review board, and pings leadership so action happens same day.

Create and route review records to team boards