Business owners: route e-sign codes to ops and underwriting
Business owners: route e-sign codes to ops and underwriting
Business owners miss e-sign codes with client phone identifiers, causing signature delays and stalled underwriting. Auto-forwarding sends those emails to ops and underwriting so staff receive codes and complete signatures within minutes.
Overview
Buried e-sign codes stall underwriting and force manual inbox monitoring. This workflow routes code-containing emails directly to ops and underwriting, eliminating manual checks so staff act on signatures quickly and avoid stalled signings.
Notable Features
- Route e-sign emails to ops
- Alert underwriting on code arrival
- Extract phone identifier from subject