For loan ops: notify officers of stale credit reports

Sales ops misses borrower records when credit reports age past 30 days, creating compliance gaps. Daily alerts notify loan officers to update records, keeping the loan pipeline accurate.

Overview

Stale credit reports create compliance exposure and an inaccurate loan pipeline, putting approvals and audits at risk. This workflow delivers daily alerts to assigned loan officers so withdrawal and update actions happen before records go stale, improving follow-up and auditability.

Notable Features

Scan borrower records daily
Email assigned loan officers
Create compliance audit trail