Fin ops managers: stop report-issued deals from stalling

Operations managers see deals sit in Report Issued for 30 days, causing stalled work papers and compliance risk. Automated reminders nudge leads and review managers so files advance to WPF.

Overview

Deals lingering in Report Issued create compliance risk and stalled closeouts for financial operations. This workflow routes timed reminders to production leads and review managers so work papers get completed and files move to WPF and Closeout, preventing backlog growth and improving handoffs.

Notable Features

Notify production leads and managers
Flag deals stuck in Report Issued
Attach reminder notes to project record