How do you configure the system to automatically send a preliminary approval email to mortgage customers?

Automatically configuring the system to send a preliminary approval email to mortgage customers involves an efficient placement of email notification within the workflow. The correct approach is to enable email notifications and insert a Send Email step immediately after the Approval step.

This method ensures that once the approval process has reached completion, the system can seamlessly trigger the email notification to inform the customer about the preliminary approval. By placing the Send Email step after the Approval, it aligns logically within the workflow, ensuring that customers are only notified after their application has been formally approved.

In contrast, placing a Send Email step before the Approval step runs the risk of informing customers of approval when the decision has not yet been made, which could lead to confusion and a lack of transparency. Enabling email notifications solely at the case resolution stage would mean that customers would only receive communication once a final decision is reached, potentially delaying important preliminary communications. Using a decision strategy to trigger email notifications could add unnecessary complexity, as the straightforward process after the approval step is sufficient for this context.