IT: mark administrative lender records as script sent
IT: mark administrative lender records as script sent
IT staff leave lender admin records unchanged after outreach, causing duplicate messages and follow-up confusion. Mark the admin record when the last message sends so operations avoid duplicates.
Overview
Outdated lender admin records cause duplicate outreach and follow-up confusion that drag down operations. Marking the admin record when the final script is sent creates a reliable audit trail and eliminates duplicate messages, so operations start follow-up with accurate status.
Notable Features
- Update admin record on final send
- Prevent duplicate outreach messages
- Flag records for follow-up clarity