Send portal invite email to new loan applicants

Your portal invitation flag on applicant contacts may remain unset, preventing applicants from registering and delaying application completion. Send invites automatically so onboarding proceeds same day.

Overview

Delayed portal invites stall onboarding and force manual follow-up from your coordinators. This flow guarantees invites go out within minutes of the contact update, so onboarding staff can engage applicants same day and reduce manual outreach.