Send rehab completed email to account managers for flips
Send rehab completed email to account managers for flips
Your rehab board moves leave account managers unaware of completions, delaying client follow-up and funding checks. Get the right person notified to start outreach and funding review same day.
Overview
When a rehab item is moved to the completed stage, assigned account managers can miss the update and client outreach stalls. This flow finds the right manager and sends the completion notice so follow-up and funding checks happen the same day.