IT: Ensure activated lenders get script links instantly
IT: Ensure activated lenders get script links instantly
IT admins sending scripts manually leave activated lenders without materials, causing onboarding confusion. That way lenders get consistent onboarding materials and staff avoid manual distribution.
Overview
Manual distribution of onboarding scripts creates inconsistent lender experiences and extra IT overhead. With a single 'Send Script' admin action, IT can broadcast links to all activated lenders and capture delivery logs, ensuring consistent onboarding and eliminating manual outreach.
Notable Features
- Broadcast script links to activated lenders
- Check activation status before sending
- Record delivery status for audits