Notify owners when application status needs review in CRM

When application records move to review-ready, loan officers miss context and contact prompts, stalling approvals. It notifies the owner and timestamps the record so outreach happens same day.

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Overview

When records flip to review-ready, your operations and loan teams need context and a clear next step or approvals stall. This workflow routes the status change to the assigned owner in chat, includes applicant details, and records the review time so outreach happens same day.