Create customer transaction records for funded loan milestones
Create customer transaction records for funded loan milestones
Loan status updates aren't logged for borrower and agent outreach, causing missed survey invites and delayed post-close contact. Outreach and surveys send same day when transaction records are created.
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Overview
When funded or post-commission loan statuses don't create experience records, surveys and agent follow-ups fall through. This flow logs those milestones as transaction entries so campaign managers can run surveys and outreach same day.