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Notify loan operations when borrower form is sent

Loan ops miss borrower signatures when 'Form Sent for Signature' updates are missed, causing tracking gaps and compliance risk. Ops get the application link and asset ID immediately.

Notify loan operations when borrower form is sent

Overview

Missed borrower signatures create tracking gaps and compliance exposure that put loan closings at risk. This workflow routes every 'Form Sent for Signature' update to loan operations with the application link and asset ID, eliminating missed follow-ups and keeping signature progress visible.

Notable Features

  • Send application link and asset ID
  • Filter updates for signature status
  • Log signature events for compliance

Notify loan operations when borrower form is sent