Update processing board loan number and status field
Update processing board loan number and status field
You flag a processing board item without a loan reference, leaving processors unclear and triage stalled. It fills the loan reference and updates status so items are review-ready same day.
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Overview
When reviewers request a loan number but the processing item is blank, triage slows and processors spend time clarifying. This flow populates a loan reference and advances the item's status automatically, so processing and underwriting teams get review-ready items the same day.