Create or update loan board items from loan updates

Your loan records can fall out of sync with project boards, leaving originators missing recent status context. Board items show current loan details so originators can prioritize tasks same day.

Overview

When loan updates don't appear on your project boards, originators and operations lack the context needed to move loans forward and closings slip. This flow keeps board items current with loan changes so originators see updated details within minutes and can take same-day actions.