Email borrower when loan disbursement task is completed
Email borrower when loan disbursement task is completed
You can't confirm transfers when disbursement tasks are completed without borrower notice, causing reconciliation gaps. The workflow emails borrowers so billing staff receive confirmation and reconcile files the same day.
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Overview
Incomplete borrower notifications block reconciliation and force manual follow-up from billing staff. This flow turns completed disbursement tasks into immediate borrower emails, giving your billing team confirmation and the ability to reconcile accounts the same day. It reduces manual chasing and keeps loan records current.