Update client status to ready for underwriting in CRM
Update client status to ready for underwriting in CRM
Your client records go out of sync when board review advances, leaving coordinators unsure of billing and handoffs. Keep CRM statuses current so coordinators and billing complete processing same day.
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Overview
Board review changes often leave client records stale and slow down billing and underwriting handoffs. This flow keeps CRM statuses aligned with your board within minutes, letting program coordinators and billing complete case processing same day.