Send client dossier to bank and update deal
Send client dossier to bank and update deal
Your mortgage dossier rows miss files or approvals, stalling bank submissions and blocking loan progress. You get the dossier emailed and the CRM deal advanced so loan officers can act within minutes.
Overview
Manual dossier handoffs slow down submissions and create repeat work for loan teams; this flow automatically emails the complete dossier and advances the CRM deal when a sheet row is ready. That means loan officers and sales ops see bank submissions and status updates within minutes, reducing manual follow-up and keeping deals moving into bank review.