For IT: keep pre-approvals visible on loan ops board

Loan processors miss pre-approval dates in records, causing duplicate entries and missed follow-ups. IT adds a pre-approval item to the ops board so processors get one actionable list for follow-up.

Overview

Loan pre-approvals buried in records create duplicate manual work and missed follow-ups that threaten closing timelines and compliance. This workflow turns each pre-approval date into a single, actionable record on your ops board so processors have one list to act on and manual entry is minimized.

Notable Features

Create pre-approval items on board
Prevent duplicate pre-approval entries
Notify loan officers of additions