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Create credit escalation activity and notify team channels

Create credit escalation activity and notify team channels

Broker escalation forms arrive untracked, leaving underwriting without deal context and delaying decisions. It creates a linked CRM escalation and alerts the appropriate channel for same-day triage.

Create credit escalation activity and notify team channels

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Overview

Untracked escalations add friction between brokers and underwriters, slowing approvals and customer outcomes. This flow captures each escalation as a CRM activity and alerts the correct team so credit operations can triage and respond the same day.

Create credit escalation activity and notify team channels