Prevent missed borrower follow-ups for finance directors after settlement

Operations coordinators lose borrower and broker contacts after settlement, causing missed follow-ups and lapsing borrower communication. This creates a settlement follow-up so staff start outreach.

Overview

Finance operations risk lapsing borrower communication and creating compliance gaps after settlement. This workflow guarantees a settlement follow-up record for every closed deal, turning ad-hoc handoffs into tracked outreach. Operations teams report fewer missed follow-ups and cleaner post-settlement handoffs.

Notable Features

Create follow-up records after settlement
Schedule follow-ups with configured delay
Populate borrower and broker details