Mark lodged lending applications in finance tracker rows

Your financing intake often lacks status flags, leaving loan processors unsure which files to action. Mark lodged cases in the tracker so finance teams begin lender handoffs same day.

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Overview

When lending applications are lodged, finance needs immediate, reliable status updates to avoid settlement delays and reconciliation gaps. This flow writes lodged status and lender details into your central tracker so reconciliations and handoffs happen same day, reducing bottlenecks at handoff points.