Update loan checklist rows from board status changes
Update loan checklist rows from board status changes
Your loan document checklist goes out of sync when board statuses or comments change, leaving reviewers without current context. The checklist is updated so teams see accurate status same day.
Overview
When board statuses or comments diverge from the loan checklist, file reviews stall and closings slow. This flow keeps the checklist current and stamps last-sync so coordinators and reviewers act on accurate information within minutes.