Attach signed documents and complete deal checklist item
Attach signed documents and complete deal checklist item
Signed client agreements miss their deal card, forcing compliance to search. Your team has funding-ready files within minutes, with the signed agreement attached and the privacy checklist marked.
Overview
Keep deal files and compliance status synchronized so your operations team stops hunting for signed agreements. By attaching the executed document and completing the privacy checklist automatically, processors and compliance have funding-ready records within minutes.