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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.

Real estate: ensure every loan creates a submission record

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

Real estate: ensure every loan creates a submission record