Mark passive cases when status matches decline reasons

Your loan cases go untriaged when status changes don't update, wasting agent outreach on disqualified leads. Automatically mark passives so coordinators prioritize active prospects same day.

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Overview

Stop wasting agent time on dead leads by auto-flagging disqualified cases and timestamping them for audit. Coordinators get an at-a-glance passive view so manual triage disappears and follow-up shifts to active prospects same day.