Send review status alerts to assigned owners in channel
Send review status alerts to assigned owners in channel
Your loan contact status updates leave owners unaware when processor review finishes and files stall. This notifies assigned owners and timestamps the contact so they can reach borrowers same day.
Overview
When contact statuses flip to review-ready, owners often miss follow-up and borrower outreach stalls. This workflow pushes owner-tagged alerts and timestamps contacts so assigned staff can reach borrowers same day and close process gaps quickly.