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Create review approval request and notify broker team

Create review approval request and notify broker team

You miss timely review approvals when settled loans lack an approval record and broker contact context. Approvals are queued and review outreach is sent automatically within 24 hours.

Create review approval request and notify broker team

Overview

When settled opportunities lack a simple approval step, review requests get delayed and referral momentum fades. This workflow captures the client and broker context, queues an approval record, and gets broker sign-off so review outreach goes out within 24 hours.

Create review approval request and notify broker team