Create review task for new funding submissions from intake
Create review task for new funding submissions from intake
Your funding form submissions arrive without an owner, leaving applicants uncontacted and delaying approvals. It creates a CRM review task tied to the contact so your team can act same day.
Overview
Unassigned funding submissions create follow-up gaps that slow approvals and frustrate loan officers; this flow matches submissions to CRM contacts, creates a review task, and alerts the team channel. Owners receive routed tasks and your team can act same day to reduce follow-up lag.