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Create deal intake row when opportunity enters review

Create deal intake row when opportunity enters review

Opportunities entering review lack a standard intake record, causing underwriting delays and extra manual work. It appends a structured deal row so client relations can start underwriting the same day.

Create deal intake row when opportunity enters review

Overview

Deals that hit review without a consistent intake slow underwriting and force manual handoffs. This flow captures each qualifying opportunity into a single intake row so client relations and underwriters can begin review the same day and reduce turnaround time.

Create deal intake row when opportunity enters review