Ping underwriter in deal thread for immediate handoff
Ping underwriter in deal thread for immediate handoff
Your deals' underwriter assignments often go unnoticed, stalling approvals and fulfillment for time-sensitive reseller shipments. Notify the right owner instantly so reviews start same day.
Overview
Silent underwriter assignments create handoff gaps that delay reviews and shipments. This flow pushes assignment notices into the deal thread where context lives, so the assigned underwriter and deal owner see everything and can start review the same day. It removes manual lookups and shortens time-to-action for critical reseller deals.