Create pre-approval board item when loan updates arrive

Loan updates arrive without intake records, leaving underwriting without borrower context and delaying outreach. Create pre-approval items so loan officers can begin review the same day.

Overview

When loan updates don't create intake records, underwriting loses context and loan officers spend time reconciling data. This flow captures loan update events and creates structured pre-approval items so teams can start review and borrower outreach the same day.