Create lender-approved activity for deals to inform teams

Unlogged lender approvals in your CRM hide deal status and delay onboarding. Capture approvals as deal activities so ops begin compliance and onboarding same day.

Overview

Unrecorded lender approvals create handoff friction and slow onboarding. This workflow captures each approval as a CRM activity the moment status changes, giving portfolio managers and deal ops immediate visibility so onboarding and compliance start same day.