For mortgage business owners: prevent missed creditor transfers

Mortgage operations business owners miss creditor-transfer flags when deed status flips, causing missed insurance requests. It flags cases and sets insurance fields so follow-ups aren't missed.

Overview

Missed creditor transfers and delayed insurance proofs expose mortgage servicers to compliance risk and frustrated customers. This workflow ensures case records are updated and owners are flagged when deed status changes, eliminating missed follow-ups and starting creditor transfers without manual checks.

Notable Features

Set creditor-transfer flag on update
Populate insurance-request field in cases
Alert mortgage operations owners for follow-up