Send loan application alerts to assigned department inbox
Send loan application alerts to assigned department inbox
You receive loan form submissions with no department routing, causing manual triage and delayed reviews. It notifies the assigned loan officers and emails applicants so reviews begin same day.
Workflow preview:
Zap details:
Overview
Stop manual routing and speed up loan intake by delivering every form submission to the right officer with applicant confirmation. This puts full submission context in reviewers' inboxes so work can start same day and follow-ups are clear.