Ops coordinators: keep loan quotes accurate and current

Operations coordinators lose track when records switch to Loan Quote, causing outreach gaps. Tracker rows get validated phone numbers and standardized timestamps so advisors follow up quickly.

Overview

Missed or messy contact details stall advisor outreach and risk lost quote opportunities. This workflow keeps the loan-quote tracker populated with validated phone numbers and consistent timestamps, eliminating manual updates and reducing follow-up gaps. Operations teams report faster response times and fewer incorrect callbacks.

Notable Features

Update tracker row on status change
Validate and format phone numbers
Standardize timestamps with timezone