Real estate: ensure every loan creates a submission record
Real estate: ensure every loan creates a submission record
Software development managers see loans land in New Loan Submission - Disclosures, causing missing intake records. Create submission records when stage changes so processors have a complete, trackable intake.
Overview
Missing intake records leave loan processors blind and put closings at risk. This workflow turns stage changes at "New Loan Submission - Disclosures" into central Submission records, eliminating lost intakes and delivering a trackable intake so operations can process loans reliably.
Notable Features
- Create submission records on stage change
- Check for existing submission by loan
- Notify operations when submission created