Update loan case and assign owner from tagged email

Your tagged lender emails leave loan cases untriaged and stall broker handoffs. The workflow keeps case status and ownership current so teams act on applications same day.

Overview

Tagged lender emails often leave loan records out of sync and owners unclear, delaying decisions and frustrating brokers. This flow extracts applicant details, matches and updates the CRM case, and assigns the right support owner so processors can act on applications the same day.