For business owners: ensure loan cases trigger folders

Business owners marking cases forwarded to lender risk missed handoffs and overlooked folder requests. This workflow flags those cases and queues a folder request for loan operations to action.

Overview

Loan operations lose momentum when forwarded cases aren't flagged, leading to missed folder requests and manual follow-ups. This workflow ensures every forwarded loan case generates a folder-request and notifies operations, eliminating missed handoffs and creating consistent next-step records. Customers report faster handoffs and more reliable case tracking.

Notable Features

Flag cases on status change
Create folder-request records automatically
Notify loan operations promptly