Send reminder email when loan officer remains unregistered
Send reminder email when loan officer remains unregistered
Your LO education spreadsheet rows often list unregistered loan officers, delaying closing prep. You get immediate email reminders so program coordinators can register LOs before scheduled closings.
Overview
Unregistered LOs in your intake tracker create last-minute work and risk delayed closings. This flow sends targeted reminder emails to the LO and CCs ops so program coordinators can close registration gaps within minutes of submission.