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Create follow-up task on title received for originator

Create follow-up task on title received for originator

Your title received dates arrive without borrower context, leaving closings untracked and follow-up delayed. Tasks are assigned to loan originators for immediate action, enabling same-day outreach.

Create follow-up task on title received for originator

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Overview

Title receipts often land without an owner, which stalls closings and burdens originators with manual tracking. This flow turns each title-received event into a context-rich, owner-assigned follow-up task so originators get what they need to act same day.

Create follow-up task on title received for originator