Skip to content

Send new applicant deal details to operations processing flow

Your applicant deal submissions lack consistent routing and stall processing. Get application identifiers into operations so staff can begin triage the same day.

Send new applicant deal details to operations processing flow

Workflow preview:

Zap details:

Overview

When applicant deals don't reach operations reliably, underwriting and document routing stall and staff waste time on manual handoffs. This flow delivers application identifiers and owner mappings into your processing pipeline so operations can triage and route files the same day, eliminating routing delays.

Send new applicant deal details to operations processing flow