Create underwriting triage task for new pending opportunities
Create underwriting triage task for new pending opportunities
Your opportunities marked pending underwriting often lack action items, delaying document collection and underwriting decisions. It creates assigned triage tasks so your team can start reviews same day.
Overview
Opportunities stuck in pending underwriting often stall because no one has an explicit next step; this flow creates and assigns a triage task within minutes so underwriting can begin reviews immediately. That reduces document collection lag and gets decisions started same day.