Send loan stage updates to partner systems in real time

You get loan stage updates that don't reach partner CRMs, causing outreach gaps and delayed closings. The workflow delivers consistent stage data to partners so teams can act on changes the same day.

Overview

When loan stage changes fail to reach partners, handoffs stall and closings are delayed. This flow pushes every stage update to partner systems automatically, so operations can act on status changes within minutes and avoid same-day delays.