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Update deal owner and log completed finance application

Update deal owner and log completed finance application

Your deals lack ownership and notes when finance applications complete, which delays deposit follow-up. Owners and timestamped notes are added automatically so finance can start deposit processing within minutes.

Update deal owner and log completed finance application

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Overview

When completed finance applications hit your endpoint, this flow guarantees the deal has an owner, an actionable note, and a row in your payments tracker so deposit tasks don't fall through the cracks. That means finance managers can start deposit processing within minutes and avoid delayed collections before the next billing run.

Update deal owner and log completed finance application