Keep finance ops updated for each loan application

Operations coordinators miss loan form submissions, creating compliance gaps and missed follow-ups. It adds submissions to the reporting workbook so operations have current loan records.

Overview

Loan operations risk compliance gaps and missed follow-ups when submissions never reach the reporting workbook. This workflow ensures every form submission lands in operations' reporting workbook, keeping loan records current so coordinators can monitor, follow up, and maintain auditability.

Notable Features

Create workbook rows from submissions
Update matching loan records automatically
Alert operations of new submissions