Send new loan request emails to operations team
Send new loan request emails to operations team
Website loan submissions arrive in an unmanaged inbox without context, forcing operations to chase documents and stall reviews. Get formatted summaries and attachment links for same-day triage.
Overview
Website loan leads often arrive fragmented and without files, which slows review cycles and increases rework. This flow turns each submission into a formatted email with attachment links and masked identifiers so operations and underwriting can triage and act same day.