Copy recall files into client folders and notify tracker
Copy recall files into client folders and notify tracker
Recall initiation files land unorganized, scattering client evidence and delaying valuation. Files get routed into client folders and the recall tracker is updated, enabling same-day visibility.
Overview
When recall files arrive unfiled, project managers and compliance reviewers waste time locating evidence and valuation stalls. This flow routes each recall file into the correct client folder and updates your recall tracker, giving project coordinators same-day visibility and audit-ready records.