Update master tracking rows when deal fields change
Update master tracking rows when deal fields change
Your deal PSLF months and loan status can drift from master reports, causing wrong cohort metrics and delayed advisor prep. Keep the master sheet aligned so analysts see accurate data same day.
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Overview
Deal-level changes to loan-service months should immediately feed your master tracker so analysts and planners never reconcile conflicting data manually. With this flow, rows update same day, reducing reconciliation work and keeping advisors prepared for client conversations.