Skip to content

Create and send transaction report for new listings

You track transactions in a central table but sending signed reports is manual and slows settlements. Save time and deliver signed transaction reports to your coordinators same day.

Create and send transaction report for new listings

Workflow preview:

Zap details:

Overview

Unsigned transaction reports create bottlenecks and extra admin work for settlement coordinators; this flow turns new transaction rows into completed, signed reports automatically. Coordinators get signed files and a stored reference same day, reducing manual chasing and accelerating closings.

Create and send transaction report for new listings