Attach approved profile PDF to deal and notify broker
Attach approved profile PDF to deal and notify broker
Your submitted profile approvals can go unfiled, leaving deals incomplete and brokers without final materials. Attach the approved PDF to the deal and notify the broker for same-day distribution.
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Overview
Owner approvals must be actionable the moment they arrive — incomplete deal files slow brokers and risk missed distributions. This flow saves the approval PDF to the deal and alerts the assigned broker so materials are ready for same-day outreach.