Notify mortgage advisers of completion status changes now

Mortgage advisers miss updated estimated completion dates in construction trackers, causing financing plans and client communications to fall out of step. Alerts ensure advisers adjust plans promptly.

Overview

Missed completion date updates create financing delays and frustrated buyers. This workflow routes every construction-tracker change to mortgage advisers and records an audit trail, eliminating missed schedule updates so financing plans and client communications stay aligned.

Notable Features

Send tailored alerts to advisers
Include lot and completion details
Log date changes in audit trail