Send pitch call QA alerts to responsible staff

Your pitch call records often arrive with missing or inconsistent fields, delaying loan file prep and borrower outreach. Get immediate owner alerts so responsible staff can correct records same day.

Overview

When QA surfaces incomplete pitch call records, loan ops and underwriting lose crucial context and processing stalls. This flow pushes formatted, ownership-assigned alerts to the right person and the team channel so issues are visible and corrected within minutes, keeping deals on schedule.