Give sales ops consistent ACH records from deal updates

Sales ops see lender and contact mismatches when deal records change, causing reconciliation headaches and payment errors. It keeps ACH records aligned so finance reconciles smoothly.

Overview

Mismatched lender or contact info between deals and ACH records creates payment risk and extra reconciliation work for finance. This workflow keeps ACH entries aligned with deal changes so sales ops and finance reconcile payment records reliably, reducing manual fixes and compliance headaches.

Notable Features

Create or update ACH entries
Notify finance on key changes
Prevent reconciliation mismatches before reporting