Prevent missed caveats on funding calls for operations
Prevent missed caveats on funding calls for operations
Operations coordinators miss caveats when a row flips to 'Funding Call Complete', causing funding errors and missed lodgement. Alerts go to the caveats channel so staff can confirm lodgement.
Overview
Operations coordinators face funding errors and missed lodgement confirmations when caveats are overlooked. This workflow surfaces every 'Funding Call Complete' caveat in the caveats channel and notifies the responsible staff, eliminating missed lodgements and enabling prompt customer confirmation. The result is clearer handoffs and an auditable record for every funding case.
Notable Features
- Post caveat alerts to caveats channel
- Notify responsible operations staff immediately
- Attach case details and next steps