Move signed credit decisions and update application records

Signed credit decisions sit in your intake folder unlinked to applications, stalling disbursement and audits. Finalized files are moved and the loan record is updated for same-day processing.

Move signed credit decisions and update application records

Overview

When signed credit decisions arrive unlinked, disbursement stalls and audits get harder. This flow extracts the case code, updates the loan row, and files the PDF so credit operations can act the same day.

Move signed credit decisions and update application records