Update pipeline item for re-submitted borrower loan records
Update pipeline item for re-submitted borrower loan records
Re-submitted loan records land without pipeline context, so owners miss follow-up and borrower details go stale. The flow updates or creates the pipeline item so loan officers can act same day.
Overview
When loans return as re-submittal, your pipeline can drift and loan officers miss timely outreach. This flow creates or refreshes the pipeline item with borrower and deal details, so processors and officers can re-engage same day and avoid processing delays.