1.Detects DSAR status activation
Integrate FLG and lead-status tools to watch DSAR-ready leads for dispatch and to kick off request creation.
Send DSAR to lender and notify claimant of progress
Automatically monitor lead status changed for a configured DSAR status across FLG and Microsoft Outlook apps. Get instant alerts when DSAR status activates, leads are marked for DSAR, or DSAR requests startβso you can draft lender emails, notify claimants, and send follow-ups without manual chasing updates.
How this automation protects your DSAR timelines
When lead status changed for a configured DSAR status happens, delays can create privacy risk. This automation filters qualifying records, drafts and sends lender requests and claimant notifications, then checks unresolved DSARs with follow-up emailsβso you can confirm progress without manual chasing updates.
FLGor swap with your favorite app
2.Filters for configured lender records
Integrate Filter by Zapier and routing rules to continue only for the configured lender and to qualify DSAR requests.
Filter by Zapieror swap with your favorite app
3.Drafts lender DSAR and notifies claimant
Integrate Microsoft Outlook and email templates to draft and send lender DSAR messages and to notify the claimant.
Microsoft Outlookor swap with your favorite app
4.Waits for lender response window
Integrate Delay by Zapier and timing tools to pause for the follow-up window and to prepare escalation.
Delay by Zapieror swap with your favorite app
5.Loads latest lead record state
Integrate FLG and lookup tools to search by lead reference and to load current DSAR resolution state.
6.Sends lender follow-up for unresolved DSARs
Integrate Microsoft Outlook and email templates to send follow-up emails for unresolved DSARs and to continue progress tracking.
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Accelerate DSAR handling with automated request intake, case assignment, and deadline tracking
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