Update mortgage deal status when client files upload

Your mortgage deals miss uploaded client paperwork, causing underwriting holds and delayed broker follow-up. This keeps deal status and document links current so brokers can act same day.

Overview

If uploaded client documents don't update the deal, underwriting stalls and brokers spend time hunting for paperwork. This flow ties files to the correct deal record and updates status automatically, enabling brokers and coordinators to progress approvals same day.