Create rate end date records from case updates
Create rate end date records from case updates
Your mortgage case updates often miss structured rate-end dates, leaving renewal timing unclear for brokers. It logs rate end dates into a central table so brokers can prioritize renewals same day.
Overview
When case statuses move to a completed or offered state, rate-end timing needs to be captured so brokers can plan renewals. This flow captures and records rate end dates into a central table automatically, giving brokers the context to act same day.