Create client email PDFs for transaction file storage
Create client email PDFs for transaction file storage
Your client emails and attachments are unarchived, leaving transaction records incomplete. It saves each message as a dated PDF for audit-ready access same day.
Overview
Stop important client emails from disappearing in your inbox; automatically turn messages and attachments into dated PDFs stored in your transaction folder. Agents and transaction coordinators get audit-ready records available same day, reducing closing friction and easing compliance.