Business owners: send timelines to clients and coordinators

Business owners relying on manual intake miss key dates and trigger extra coordinator follow-up. Send templated timeline emails to clients and transaction coordinators so onboarding starts without manual assembly.

Overview

Manual timeline assembly leads to missed dates and extra coordinator follow-up, putting closings at risk. This workflow delivers templated transaction timelines to clients and transaction coordinators on intake, eliminating manual assembly and ensuring onboarding consistency so coordinators can act immediately.

Notable Features

Send templated timelines to clients
Notify transaction coordinators with timeline copy
Format dates and responsibilities consistently