Keep mortgage activations updated for real estate deals

Chiefs of staff miss mortgage pre-reimbursement records, leaving CRM deals with wrong activation status and risking delayed closings. Instant CRM updates and ops alerts restore accurate deal status.

Overview

Mortgage pre-reimbursements that don't hit the CRM create manual fire drills and risk delayed closings. This workflow keeps deal activation status accurate and pushes alerts to operations and sales, stopping missed follow-ups and improving handoffs. Expect clearer deal records, faster handoffs, and a reliable audit trail.

Notable Features

Update CRM deal activation status
Notify operations and sales instantly
Flag missing deals for review