For loan operations: Never miss returned Loan Estimates

Sales reps miss returned Loan Estimates on opportunities, causing stalled closings and underwriting delays. Automated alerts notify owners and ops so reps can review and move deals forward quickly.

Overview

Returned Loan Estimates stall deals and create manual churn between sales and underwriting. This workflow routes every returned LE to the right opportunity owner, sales operations, and support with a summary and task, producing faster handoffs and far fewer stalled opportunities.

Notable Features

Notify opportunity owners and ops
Flag returned Loan Estimates prominently
Create follow-up tasks for reps