1
Use overflow intentionally
Prioritize files and workflows that can be handed off cleanly. A short capacity review should confirm timing, product mix, states, systems, and internal points of contact.
2
Protect the borrower experience
The communication model should be agreed before outreach begins so borrowers and referral partners understand who is contacting them and why.
3
Plan for the transition
Temporary support still needs documentation, status visibility, and a clean return or continuation plan.