Product leaders: notify loan officers when loans become funded

Chief product officers see funded loan updates missed, causing loan officers to miss follow-ups. Email loan officers when status becomes Funded so post-funding handoffs start immediately.

Overview

Missed funded notices create friction for post-closing handoffs and frustrate borrowers. This workflow routes every 'Funded' update to the assigned loan officer and creates a homeowner record, eliminating missed handoffs and ensuring post-funding tasks start immediately.

Notable Features

Send email on status change
Create homeowner record in CRM
Route alerts to assigned officer