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Create and file payment and transfer documents for cases

Create and file payment and transfer documents for cases

Your loan cases lack finalized payment and transfer letters after status changes, causing manual filing. The flow creates PDFs, converts them, and files to the shared case folder same day.

Create and file payment and transfer documents for cases

Overview

Missing payment and transfer letters create filing gaps and slow case reviews. This flow produces the required letters, converts and files them to the shared case folder so case handlers and legal reviewers have documents available the same day.

Create and file payment and transfer documents for cases