Send new loan application notification to your sales inbox
Send new loan application notification to your sales inbox
Loan submissions lack timely visibility, so financing status and next steps are unclear. It sends concise application alerts so you can prioritize follow-up within minutes.
Overview
Loan updates often arrive without a clear owner, which stalls outreach and closing tasks. This workflow funnels new loan application alerts to you and your transaction coordinator, enabling same-day follow-up and preserving deal momentum within minutes.