Create De Minimis certificate and send to client

Your De Minimis certificate process for deals is manual, causing compliance bottlenecks and delayed client sign-off. It creates and sends the certificate and advances the deal same day.

Overview

Manual certificate assembly creates compliance risk and slows onboarding. This flow auto-populates a certificate from deal and company records, sends it to the client, and advances the deal so program coordinators can close documentation same day.