Move deal folders into processing folder when stage updates
Move deal folders into processing folder when stage updates
Your deal folders left in the wrong place after a stage update cause intake delays and manual searches for loan and address documents. Keep documents organized so operations coordinators can begin processing same day.
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Overview
Misplaced deal folders slow down intake and waste your small ops team's time. This flow ensures every qualifying deal's folder lands in the configured processing area so coordinators can find everything and start work the same day.