Update deal underwriting status for credit committee review
Update deal underwriting status for credit committee review
Your deal records miss underwriting status when credit committee requests arrive, leaving AEs without approval context. The flow updates the deal so AEs and sales ops have status visibility same day.
Overview
Underwriting signals must translate into clear deal status so AEs and sales ops can act without hunting through tickets. This flow writes committee status to the deal and surfaces the change to stakeholders, reducing approval lag and enabling same-day visibility.