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Update client record when underwriting moves on hold

Update client record when underwriting moves on hold

Underwriting On Hold flags often don't reach client records, leading to billing mistakes and missed follow-up. Program coordinators and billing staff see the paused status and stop invoices same day.

Update client record when underwriting moves on hold

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Overview

When underwriting moves a file to On Hold, your contact records must reflect that immediately or billing and outreach continue incorrectly. This flow updates contact status in minutes so program coordinators and billing staff can stop invoices and plan outreach same day.

Update client record when underwriting moves on hold