Lender submission and pipeline tracking involves matching each deal to the right lender, assembling a complete package, and chasing status updates until a decision comes back.
The automated version checks completeness, scores the deal against lender criteria, builds and sends the submission, then tracks the response and resubmits automatically if declined. Deals move through the pipeline faster with fewer stalled files and fewer missed follow-ups.
The full workflow, from trigger to completion.
A attachment containing the credit app, financials, and equipment quote triggers the workflow.
The automation checks documents against the required list and scores the deal against each lender's appetite matrix.
If documents are incomplete, a templated message goes back to the sales rep listing exactly what is missing.
The automation compiles the credit app, financials, and quote into a formatted PDF matching the target lender's submission template.
The package is sent to the matched lender or portal upload.
The deal, lender, and submission date are logged automatically.
The automation watches the inbox and portal for a decision and flags stalled deals after a set number of days.
The sales rep gets a update the moment the lender responds or a deal needs attention.
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