Create confirm final PIN received task for transaction
Create confirm final PIN received task for transaction
Your PIN-send tasks sometimes finish without confirmation, leaving coordinators with no follow-up and delaying closings. A confirmation task is created automatically so coordinators act the same day.
Overview
PIN confirmations frequently slip between task updates and closings, creating last-minute friction for your closers. This flow generates a high-priority confirmation task and assigns it to the transaction coordinator so PINs are verified the same day and closings move forward.