Send missing info notices to client and deal owner
Send missing info notices to client and deal owner
Your finance deal records with missing application details stall approvals and leave reps without talking points. Get clients and deal owners contacted fast so applications advance same day.
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Overview
When a deal needs more information, applications stall and reps waste time chasing clients; this flow contacts the client by email and SMS while alerting the owner in chat. That keeps finance applications advancing and gives coordinators real-time visibility to close missing items the same day.