Playbook

Pipeline follow-up

Keep borrowers active and informed until the next milestone arrives.

Trigger

Pipeline stalls

The workflow starts when a borrower has not advanced in the expected time.

Action

Check status and nudge

Send the next follow-up based on the delay and current file state.

Approval

Review sensitive cases

Escalate exceptions that need human handling.

Result

Moved forward

Measure success by progress to the next milestone.