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Set loan clear-to-close status and update pipeline dates

Set loan clear-to-close status and update pipeline dates

Your loan records and pipeline boards can fall out of sync when closing events arrive, leading to prep delays. Keep status and dates aligned so processors act the same day.

Set loan clear-to-close status and update pipeline dates

Overview

When closing signals arrive, your operations team should not be doing manual status updates. This flow flips an incoming closing webhook into a clear-to-close mark and mirrors dates onto your pipeline boards so processors and brokers have aligned records the same day.

Set loan clear-to-close status and update pipeline dates