Update broker lead spreadsheet rows when cases change
Update broker lead spreadsheet rows when cases change
When broker-marked case updates happen in your workspace, lead IDs can miss the investor sheet and referrals stall. The sheet update keeps loan ops and investor relations aligned same day.
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Overview
Broker-marked case updates often fail to reach the investor list, creating manual reconciliation and delayed referrals. This flow writes the correct lead ID into the investor worksheet automatically, so loan ops and investor relations have accurate records within minutes for same-day forwarding.