Create onboarding ticket for loan officers on closed deals
Create onboarding ticket for loan officers on closed deals
When closed deals don't create onboarding tickets, loan officer activations stall and support lacks deal context. Tickets include deal details so credentials are issued within 15 minutes.
Overview
Closed deals should trigger a straight-through handoff to onboarding, not a manual email chain. This flow creates or updates a support ticket prefilled with deal and owner context so onboarding coordinators can issue credentials within 15 minutes and avoid manual follow-ups.