Keep loan recaps logged and searchable for ops

Loan ops coordinators miss recap emails, creating reporting gaps and transcription errors that risk compliance. It logs each recap to a central spreadsheet so managers have searchable records.

Overview

Missed or buried loan recaps create reporting gaps and compliance risk for loan operations. This workflow captures every recap into a searchable, auditable spreadsheet and notifies managers, eliminating manual transcription and giving operations leaders reliable records for tracking and reporting.

Notable Features

Log recaps to central spreadsheet
Extract structured fields from email
Alert ops managers on new entries