Project managers keep deal records and files review-ready
Project managers keep deal records and files review-ready
Project managers face missing docs and incomplete financial fields that stall underwriting. When a checklist task completes, CRM fields update and due-diligence files save so reviews use complete records.
Overview
Missing due-diligence files and inaccurate financials stall underwriting and threaten timely funding decisions. This workflow updates CRM fields and stores documents when checklist tasks complete, so project managers and underwriters start review with complete records and handoffs become smoother.
Notable Features
- Update CRM deal financial fields
- Save due-diligence files to folder
- Notify sales and underwriting teams