Trigger follow-up workflows from loan updates for servicing
Trigger follow-up workflows from loan updates for servicing
Your loan records update without downstream notifications, delaying borrower outreach and servicing tasks. The workflow forwards updates so teams can act on borrower changes same day.
Overview
Loan updates often fail to reach downstream tools, leaving servicing and outreach teams without context and slowing borrower responses. This flow forwards those updates and logs events so operations can act on borrower changes within minutes and avoid delayed communications.