Send alerts for funding and repayment date mismatches to ops
Send alerts for funding and repayment date mismatches to ops
Your advance records may have mismatched funding and in-repayment dates from parsed emails, causing reconciliation delays. This sends timely alerts so teams reconcile records the same day.
Overview
Mismatches between funding and in-repayment dates create reconciliation overhead and noisy reports. This flow surfaces those mismatches to sales ops and funding managers immediately, so records get corrected the same day and downstream reporting stays accurate.