Update pending rate quote records from client email threads
Update pending rate quote records from client email threads
You rely on a rate-quote table but miss client reply emails, causing duplicate outreach and delayed loan processing. This keeps records current so officers can act on replies same day.
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Overview
Missed client replies lead to duplicate outreach and slower loan progress. This workflow keeps your quote table in sync with client email replies so loan officers see reply status immediately and can act on real interest same day.