For real estate ops: Stop handoff delays from uneducated loan officers

Operations coordinators reviewing handoff forms find loan officers uneducated, causing registration gaps and delayed client handoffs. Alerts notify loan officers and leads, so handoffs aren't delayed.

Overview

Incomplete loan officer education stalls registration and delays client handoffs, which puts closings and commissions at risk. This workflow routes any flagged handoff form to the loan officer, sales, and ops leads and creates follow-up tasks, eliminating manual chasing so handoffs proceed without escalation.

Notable Features

Notify loan officers and leads
Flag incomplete education on forms
Create follow-up tasks for ops