Skip to content

Send ready-to-submit loan lead alerts to processing team before review

Your loan leads switch to ready status without a timely handoff, causing processing delays and missed submission windows. Processing and underwriting receive clear case alerts so files reach submission before the next funding run.

Send ready-to-submit loan lead alerts to processing team before review

Workflow preview:

Zap details:

Send ready-to-submit loan lead alerts to processing team before review