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Send bank-connection lead alerts to funding team before outreach SLAs lapse

Send bank-connection lead alerts to funding team before outreach SLAs lapse

Your applicant records complete bank connections in CRM and sit untriaged, delaying lender outreach and risking missed funding windows. Funding managers receive prioritized alerts with contact context to start outreach before the next funding run.

Send bank-connection lead alerts to funding team before outreach SLAs lapse

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Send bank-connection lead alerts to funding team before outreach SLAs lapse