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Create post funding deal and add follow up task fast

Create post funding deal and add follow up task fast

When a closed mortgage deal lacks a post-funding record, servicing and compliance handoffs stall. Create the post-funding deal and follow-up activity so brokers can begin servicing same day.

Create post funding deal and add follow up task fast

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Overview

Closed mortgages often create a second wave of work that slips through the cracks — servicing and compliance need tracked cases. This flow creates the post-funding deal and schedules the follow-up automatically, letting brokers begin servicing the client same day and reducing missed handoffs.

Create post funding deal and add follow up task fast