Send internal review email for new lender form submissions
Send internal review email for new lender form submissions
Your lender web form submissions lack a clear internal review path, delaying broker follow-up. This sends submission details to broker relations and marketing ops so reviews occur same day.
Overview
Unreviewed lender form submissions slow down broker onboarding and obscure program uptake; routing each submission to broker relations and marketing ops fixes that. The team gets submission context and an audit row so reviews and approvals happen same day.