Alert operations coordinators on contract changes for ACH

Operations coordinators miss contract edits, causing missed ACH setups and stalled renewals. Instant alerts include step-by-step ACH and bank-update tasks so operations act without manual handoffs.

Overview

Operations coordinators risk missed payment setups and stalled renewals when contract changes go unseen. This workflow delivers clear, action-driven alerts and creates follow-up tasks so ACH recurrences and bank updates are handled reliably, reducing manual handoffs and missed setups.

Notable Features

Send step-by-step ACH instructions
Flag modified contract fields for review
Create renewal and refi tasks