Send loan request alerts to your team channel
Send loan request alerts to your team channel
Your personal loan application submissions arrive without team visibility, delaying assignment and borrower outreach. Get instant alerts so coordinators can triage and contact applicants same day.
Overview
Inbound loan requests can slip through when your small team isn't alerted; this routes every submission into your loans channel so Sales Ops sees and acts immediately. Coordinators can triage and start outreach same day, preserving applicant interest and reducing manual checks.