Trigger quote request and locate contact for ready deals

Your loan record hits Ready to Quote without a linked file, forcing officers to hunt for documents and delaying pricing. It finds the item and triggers a quote-request so pricing can begin same day.

Overview

When deals flip to Ready to Quote without a linked file, loan officers waste time hunting for documents and lose momentum. This workflow automatically finds the corresponding record and fires the quote-request process so pricing work can begin the same day.