Send onboarding alert for qualifying finance deals to ops

You can't prepare funding and onboarding when qualifying financing deals advance without visibility in your CRM. Coordinators are notified immediately so funding and documentation start the same day.

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Overview

When qualifying financing deals move forward, coordinators need immediate visibility or funding stalls. This workflow sends structured, owner-routed alerts into your onboarding channel so funding and documentation begin the same day, removing manual monitoring.