Send loan application completion email to buyers and agent

Your loan application tasks finish without buyer notification, causing agents to chase updates. The workflow notifies buyers and stakeholders immediately, keeping transactions moving same day.

Overview

When loan-application tasks flip to complete, buyers and coordinators often wait for manual outreach—delaying closings. This flow finds the related transaction, resolves agent and assistant contacts, and drafts a buyer email so your team communicates same day and keeps deals on schedule.