IT alert: notify finance and operations of check-funded loans

IT admins miss check-funded loan confirmations, causing delayed payments. Scheduled alerts send confirmations to finance and ops, so payment teams get loan details and avoid missed payments.

Overview

Missed check-funded loans create payment delays and manual firefighting for finance and operations. This workflow routes confirmed check-funded loans with full details to finance and ops, eliminating missed payments and reducing manual follow-ups while preserving an audit trail.

Notable Features

Filter loans requiring check funding
Send consolidated alerts to finance
Include loan and funding details