Keep underwriting owners assigned when opportunities hit pending underwriting

Head of product sees underwriting owners miss tasks when opportunities hit pending underwriting, stalling approvals. Create and assign tasks to underwriting owners so approvals start promptly and deals progress without manual handoffs.

Overview

Unassigned underwriting work causes approvals to stall and deals to linger. This workflow assigns the underwriting owner and creates actionable tasks with opportunity context so approvals start promptly and manual handoffs disappear.

Notable Features

Create task when status changes
Assign task to underwriting owner
Include opportunity link in task