Send high-priority loan status alerts to assigned owner
Send high-priority loan status alerts to assigned owner
When a loan board status flips to a high-priority state, your team can miss urgent review context and escalation steps. Get alerts so assigned owners act immediately and resolve issues same day.
Overview
When a loan item becomes high-priority, program coordinators and loan officers need immediate context to act; otherwise escalation and review lag. This workflow routes the right context by email and SMS to the assigned owner, enabling same-day review and faster escalation.