Alert ops coordinators on unmatched signing document emails

Operations coordinators miss guarantor emails with links, causing overlooked files and stalled signings. Alerts include guarantor email and file links for manual capture when no signing record is found.

Overview

Operations risk processing delays and stalled signings when guarantor documents aren't linked to records. This workflow routes unmatched document emails to ops with the guarantor email and direct file links, enabling manual capture before deadlines. The result is fewer overlooked files and smoother handoffs across signing workflows.

Notable Features

Notify operations with guarantor contact
Attach file links for review
Flag unmatched emails for manual save