Update deal stage and attach lender approval note
Update deal stage and attach lender approval note
Your deals miss lender approvals when webhook updates aren't captured, delaying fulfillment and confusing owners. This records lender notes and advances stage so owners see accurate status same day.
Overview
When lender approvals arrive they must update deal state and provide context; otherwise closings stall and owners chase details. This flow advances deals and appends approval notes so deal owners see correct status same day.