Notify ops immediately for new qualifying loan opportunity

When qualifying loan opportunities are created in your CRM, your funding operations team can miss them and onboarding stalls. The flow alerts your ops channel so intake checks start same day.

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Overview

New qualifying loan opportunities often land in CRM without ops noticing, which stalls onboarding and funding. This flow posts clear, actionable deal alerts to your ops channel so intake coordinators can begin checks the same day and reduce handoff lag.