Keep legal clients informed when loan tasks complete

Paralegals miss loan application completions buried in task lists, causing delayed client updates and risking closing dates. This triggers client and agent alerts so paralegals can begin closing steps.

Overview

Missed loan application updates erode client trust and delay closings. This workflow notifies clients and responsible legal staff the moment a loan task is marked complete, removing manual follow-ups and keeping closings on track. Customers report faster handoffs and zero missed client updates.

Notable Features

Send client and agent alerts
Log completion to case file
Assign follow-up tasks automatically