Keep underwriting intake accurate for financial services brokers

Sales ops miss underwriting intakes when CRM stage changes aren't captured, delaying review and risking missed approvals. It creates a shared spreadsheet entry so underwriting can begin review.

Overview

Missed underwriting intakes create review delays and put approvals at risk for brokerages. This workflow guarantees every deal that hits underwriting becomes a complete spreadsheet intake, eliminating missed submissions and enabling underwriting to begin review without manual chasing. Operations get cleaner records and faster handoffs so deals advance through review reliably.

Notable Features

Add deal row when stage changes
Populate required underwriting intake fields
Notify underwriting and sales ops