# Loan Status Milestone Notification — Financial Services AI agent | Mihu AI

Financial Services · Lending

# Loan Status Milestone Notification

Keep borrowers informed at each stage of the loan process.

Set up this outcome

## Apps this needs

Core / Policy System Lending, policy or subscription system for renewals & balances. Connect during setup

SMS Gateway Fallback text messages for reminders and links. Connect during setup

Inbound Email Let the agent read and answer email enquiries. Connect during setup

## How it works

Monitors the loan's stage progression via the LOS's status field.

Sends a notification at each milestone with what it means and any next step for the borrower.

Lists outstanding conditions clearly for conditional approvals, pulled from the LOS condition tracker.

Sends the clear-to-close and closing disclosure timeline notification with required waiting periods explained.

## Data sources

LOS milestone/status data Condition tracking

## What it targets

Milestone notifications sent within 2 hours of status change Target 95%

Borrower-initiated status check calls Target -50%