Create a transaction timeline PDF and notify stakeholders
Create a transaction timeline PDF and notify stakeholders
Your timeline records lack a single dated summary, leaving coordinators unsure of due dates. It creates a ready PDF timeline and dated tasks so teams can act same day.
Overview
When a new timeline row appears, this flow builds a dated PDF and updates deal dates so coordinators and agents skip manual prep. That delivers a ready file and task list the team can action same day, keeping closings on schedule.