Notify borrowers when loans are marked funded (finance IT)

IT admins in finance see funded loans marked without borrower notice, causing confusion. It emails the borrower's address when lending flag is set, ensuring confirmation and avoiding manual follow-up.

Overview

Missed funding notices create borrower confusion and force finance into manual outreach. This workflow ensures every funded-loan task triggers an email to the borrower's address and captures an audit entry for compliance. Result: predictable borrower confirmations and far fewer manual notifications.

Notable Features

Send borrower email on trigger
Extract borrower email from task
Create notification audit entry