Send approved application notification to assigned loan officer

Your application sheet can leave approved rows unassigned or missing context, delaying loan processing. It sends a contextual approval email to the assigned loan officer so work starts same day.

Send approved application notification to assigned loan officer

Overview

Approvals stuck only in a spreadsheet create blind spots and slow your loan lifecycle. This flow delivers a single, contextual approval email to the assigned loan officer with relevant documents and warnings so processing can begin the same day.

Send approved application notification to assigned loan officer