Populate completed date on matching loan tracker rows
Populate completed date on matching loan tracker rows
Your loan tracker gets new rows without a completed date, leaving files unclosed and handoffs stalled. It writes the completed date automatically so reports stay current for same-day reviews.
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Overview
Incomplete loan rows create manual reconciliation work and stalled handoffs; this flow automatically records the completed date on matching tracker rows. You get accurate loan records for same-day reports and far fewer manual fixes.