Notify sales and log LO issuance for review
Notify sales and log LO issuance for review
Your LO issuance tickets often lack owner context, delaying review and signature before disbursement. It notifies the sales thread and logs the issuance so approvals finish same day.
Overview
When an LO moves into issuance status, this flow pushes the file and context into the sales thread and logs the event in your tracker so owners can act immediately. That reduces back-and-forth and helps approvals complete same day.