Send credit reference reminders to referees and log actions
Send credit reference reminders to referees and log actions
Your credit reference requests sit incomplete in SharePoint and delay application approvals and onboarding. Get reminders sent and audit entries recorded so coordinators can advance decisions same day.
Overview
Manual chasing of credit referees consumes coordinator time and stalls onboarding; this flow automates the daily check, sends polite reminders, and records outreach automatically. Coordinators get completed references and updated records same day, so decisions move forward without extra manual work.