Create courier CSV row for funded loan packages
Create courier CSV row for funded loan packages
Your funded settlement tasks without shipping details delay courier bookings and client handover. It creates courier CSV rows and alerts settlement coordinators to enable same-day dispatch.
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Overview
If settlement tasks lack shipping details, courier bookings become manual work and client deliveries slip. This workflow gathers deal and contact info, builds courier CSV rows, and notifies settlement coordinators so packages are ready for same-day dispatch.