Attach signed agreement and complete deal checklist item
Attach signed agreement and complete deal checklist item
Signed client agreements often sit unattached, leaving deal cards without required paperwork. Attach the signed PDF and mark the privacy checklist so brokers can progress approvals same day.
Overview
Signed agreements stuck in email slow approvals and create compliance work for brokers. This flow attaches the completed PDF to the correct deal card and flips the privacy checklist, so deal admins can move applications to underwriting the same day.