Mark completed loan cases as excluded from cleanup queue
Mark completed loan cases as excluded from cleanup queue
You lose time when finalized loan cases remain in cleanup queues and skew workload reports. This flags final cases to exclude them from cleanup so your case managers see accurate queues same day.
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Overview
When finalized loan cases sit in cleanup queues, your ops team wastes time reconciling lists and reports. This flow flags final-status cases and mirrors status to reporting so case managers see accurate queues same day.