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Create loan assignment task and email assigned processor

Create loan assignment task and email assigned processor

Your loan assignments don't spawn tasks, forcing processors to hunt records and delaying funding. Tasks and an emailed link arrive so work begins same day.

Create loan assignment task and email assigned processor

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Overview

When loan assignments don't produce tasks, processors waste time hunting records and closings get delayed. This flow creates a task record, updates the loan record with links, and emails the assigned processor immediately so work starts same day.

Create loan assignment task and email assigned processor