Stop missed mortgage client updates for business owners and brokers

Business owners in mortgage ops see clients miss stage updates, risking trust and stalled broker handoffs. Status changes create client notification records so brokers notify within minutes.

Overview

Missed mortgage stage updates erode client trust and create stalled broker handoffs. This workflow captures status changes and creates client notification records so brokers send stage updates consistently, dramatically reducing missed follow-ups and keeping handoffs smooth.

Notable Features

Trigger on case status changes
Create client notification records
Assign notifications to brokers