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Update loan code records and assign owner flag

Update loan code records and assign owner flag

You receive deal loan codes without owner flags, leaving loan operations unable to route follow-ups or reconcile records quickly. The workflow adds ownership flags so teams can act the same day.

Update loan code records and assign owner flag

Overview

Incoming deal events often lack owner flags, which leads to routing delays and missed follow-ups. This workflow marks loan-code records and assigns ownership so loan ops and account managers can act the same day and avoid routing gaps.

Update loan code records and assign owner flag