Update deal records when application stage changes for brokers
Update deal records when application stage changes for brokers
Your application stage changes leave deal records outdated, causing brokers to miss timely outreach. Keep deal records current so brokers can prioritize follow-ups and progress settlements same day.
Overview
Stage changes in your broker system often leave deal rows stale and delay outreach, which slows settlements. This flow keeps your central deal table current within minutes so brokers can act immediately and move loans forward same day.