Label approved deal cards for lender and ops
Label approved deal cards for lender and ops
Your deal cards miss approval markers when external approvals arrive, causing handoffs to stall and duplicate checks. The label makes next steps visible to operations and lending teams same day.
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Overview
External approval events often arrive outside your project board, leaving deal status unclear and slowing funding handoffs. This flow tags the correct deal card and surfaces approval status to operations and lending staff, enabling same-day progression and clearer handoffs.