Loan ops: keep loan records aligned with transactions

Loan operations coordinators lose property updates on transactions, creating inconsistent loan records that jeopardize closings. Automated updates keep loan records accurate for closings.

Overview

Mismatched transaction and loan records cause closing delays and create compliance exposure for lending operations. This workflow ensures property changes flow into the central loan record so loan officers work from accurate details, eliminating manual reconciliations and missed updates.

Notable Features

Update loan records on change
Search and match existing loans
Notify loan officers of discrepancies