Mortgage broker owners: prevent admin emails going unassigned

Mortgage brokers lose urgent borrower emails in shared inboxes, stalling loans. Round-robin forwards messages to the next assignee and notifies them, ensuring ownership so loans keep moving.

Overview

Unassigned admin emails can stall mortgage closings and risk lost clients. This round-robin workflow enforces even ownership and notifies the right assistant, eliminating handoff gaps so loan steps keep progressing and response times drop dramatically.

Notable Features

Rotate ownership across admin staff
Notify assignee with email alert
Log each assignment in spreadsheet