Prevent lost loan documents for loan ops onboarding

Operations coordinators adding loan clients leave folder setup undone, scattering loan documents. Create standard portal folders when a client is added so account teams start with organized loan files.

Overview

Loan ops teams risk misplaced documents and stalled onboarding when portals aren't prepped. This workflow ensures a standard client portal folder set is created at client creation, eliminating manual setup gaps so account teams start servicing with organized loan documents.

Notable Features

Create standardized folder structure
Populate folders with starter files
Notify account teams of setup