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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.

Update pending rate quote records from client email threads

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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.

Update pending rate quote records from client email threads