Notify assigned agent and captain when deal is sent

Your CRM deal submissions lack consistent owner mapping, leaving reps unaware when a file is sent to lenders and delaying follow-up. Agents receive clear email context so they can act the same day.

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Overview

When deals are sent to lenders, your reps need context immediately to avoid missed follow-ups and manual triage. This flow guarantees the assigned agent (or customer success for renewals) gets a clear email within minutes so outreach happens the same day.