Prevent misclassified loan cases for business owners

Business owners watch loan cases misclassified on update, causing reconciliation errors. Set lead source to Manuelt and align status on update so operations coordinators keep records consistent.

Overview

Misclassified loan cases create reconciliation headaches and obscure case status for business owners. This workflow enforces the 'Manuelt' lead source and aligns status on updates, eliminating manual fixes and producing consistent case records. Operations teams report faster handoffs and fewer tracking errors.

Notable Features

Set lead source to Manuelt
Align case status on updates
Prevent manual reconciliation errors