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Create closed loan row from intake form submissions

Create closed loan row from intake form submissions

Your closed loan intake forms go unlogged, delaying file handoffs and post‑closing tasks. It logs each submission to a central sheet so coordinators can start checks same day.

Create closed loan row from intake form submissions

Overview

When closed‑loan forms aren't captured, file handoffs and compliance checks stall and post‑closing work piles up. This flow logs each submission to your central sheet and standardizes dates so coordinators can begin required checks the same day.

Create closed loan row from intake form submissions