Create client folder and team channel for mortgage deals
Create client folder and team channel for mortgage deals
Your mortgage applications lack a consistent client folder, causing missing documents and slow handoffs. The flow builds folders and a team channel so case managers can begin processing same day.
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Overview
Manual folder and channel setup wastes time and risks missing documents when applications arrive. This flow provisions a full client folder, copies a starter budget, tags mail, and opens a team channel so case managers can begin work same day.