Keep ops and loan officers aligned on submissions

Operations coordinators lose track of lender submissions, causing missed follow-ups and stalled deals. Move project cards and save lender notes so loan officers and ops see status changes instantly.

Overview

Operations coordinators risk stalled deals when lender submissions aren't visible. This workflow keeps project boards and file storage current so loan officers and ops act on submissions faster, reducing missed follow-ups and improving handoffs.

Notable Features

Move project cards to new list
Attach lender notes to cards
Save lender submission notes to storage