Update deal status and post follow-up alerts to channels
Update deal status and post follow-up alerts to channels
Your POS finance submissions arrive without deal context, delaying underwriting and blocking timely manual review. Get deal status updated and team alerts so reviews start same day.
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Overview
When POS finance forms land without deal context, underwriting stalls and manual queues grow. This workflow updates the deal record and notifies the right people so manual reviews start the same day and finance decisions move faster.