Loan ops: Prevent missed handoffs when docs in review

Sales ops miss closing-docs status changes, causing stalled handoffs and compliance risk before close. Instant alerts post to the deal thread, so AEs and processors coordinate before close.

Overview

Missed closing-docs updates create compliance exposure and stalled closings for loan operations. This workflow posts instant deal-thread alerts so loan ops, AEs, and processors act before close, eliminating missed handoffs and strengthening audit trails.

Notable Features

Post alerts to deal thread
Add deal link and close date
Mention assigned AE and processor