Business owners: ensure broker closing packages get uploaded promptly

Operations coordinators miss checked escrow items, leaving broker packages unuploaded and closings incomplete. Alerts notify the coordinator on checklist completion so packages are uploaded.

Overview

Missed broker closing uploads leave closing records incomplete and expose transactions to operational risk. This workflow routes checklist completions to the operations coordinator and escalates reminders when uploads are missing, eliminating missed follow-ups and protecting closing integrity.

Notable Features

Notify operations coordinator instantly and reliably
Include property and closing details
Escalate reminders for missing uploads