Prevent missed compliance tasks when loan statuses change

Operations coordinators miss funded or borrower editing loans, creating compliance gaps. Follow-up tasks are created and assigned when status changes, ensuring compliance work is flagged for owners.

Overview

Missed compliance steps after a loan funds create regulatory risk and frustrated borrowers. This workflow creates and assigns follow-up tasks whenever a deal hits Funded or Borrower Editing, making ownership and required actions visible across your ops stack. Operations teams report faster handoffs and fewer missed follow-ups.

Notable Features

Create tasks on status change
Assign tasks to compliance owners
Include loan details in tasks