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Create settlement profitability row for closed loan files

Create settlement profitability row for closed loan files

Settled loans often miss profitability rows, delaying commission totals and cash forecasts. Automatically add settlement rows so billing and the owner have profit visibility before month-end.

Create settlement profitability row for closed loan files

Overview

Missed profitability rows turn month-end into a manual reconciliation sprint for billing staff and the owner. This flow captures every settlement and writes a standardized profitability row, giving you reliable profit visibility and cleaner commission runs before month-end.

Create settlement profitability row for closed loan files