Route client closing forms to regional coordinators instantly

Operations coordinators miss closing submissions when region fields are blank or incorrect, leaving reviews stalled. It routes submissions to the right reviewer and alerts ops for missing region data.

Overview

Unrouted closing submissions stall regional reviews and create extra manual triage for ops. This workflow ensures each closing form reaches the correct regional reviewer and notifies ops when region data is missing, turning chaotic handoffs into reliable reviewer assignments. Operational leaders gain clearer workflows and fewer unprocessed submissions.

Notable Features

Route submissions by region field
Alert ops for missing regions
Create reviewer task with details