Trigger loan intake workflow from new application submission
Trigger loan intake workflow from new application submission
Your loan application submissions lack structured intake, so support can't triage or assign cases quickly. Get structured intake to route and triage cases for same-day borrower responses.
Overview
Loan submissions often arrive unstructured, forcing support to manually triage and delaying borrower responses. This workflow posts structured intake to your backend so coordinators can triage and reply same day.