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Create case communication notes from sent email messages

Create case communication notes from sent email messages

Your sent loan emails aren’t attached to cases, leaving managers without context for follow-up or audits. Attach them to the correct case so staff have full context before reviews.

Create case communication notes from sent email messages

Overview

Outgoing client emails that aren’t tied to a loan case create follow-up gaps and slow underwriting reviews. This flow captures sent messages and appends them to the right case so managers have full context in one place ahead of audits and decision gates.

Create case communication notes from sent email messages