Trigger
Status review needed
The workflow starts when the borrower or team needs a progress update.
Playbook
Application status
Summarize what is missing, what is done, and what comes next so the borrower stays oriented.
Action
Summarize the file
Compile the current state and call out missing items.
Approval
Check the summary
Ensure the summary is accurate and current before it is sent.
Result
Clear next step
Measure success by fewer status questions and less confusion.