Send updated commercial applicant to partner call center
Send updated commercial applicant to partner call center
When commercial applicant updates aren’t forwarded, call partners lose context and misprioritize outreach. Push updates so intake teams have full applicant context same day.
Overview
Unsent applicant updates create friction for partner call teams and slow outreach. This workflow automatically forwards applicant changes and logs the handoff, giving intake coordinators full context so outreach can begin the same day.