You want the reminder sent, the fee posted or the refund issued, but not without someone seeing it first.
1
Hold for approval
The run stops. It lands in the approvals queue and on a manager's phone with the context attached.
2
Two paths from there
Approved carries on down one path, declined takes the other, and nobody sitting on it means the timed out path after your window.
3
It shows up afterwards
The history says who decided, when, and what happened next, so the next person is not guessing.
Decide a long stay applicationDraft
Approved
Declined
ActionSend the decision noticeApplication declined, with the reason and the adverse action notice where one is required
ActionRelease the holdThe deposit authorization comes off their card and the site reopens
Run history
Nothing has run yet. A test run walks every step for real and sends nothing.
Step 1
Press test run and watch it walk the steps.
What that saves you
- Automation you can hand to staff
- No silent money movement
- An audit trail without a spreadsheet