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Create disclosure addendum copy in property closing folder

Create disclosure addendum copy in property closing folder

Checked disclosure tasks force your team to hunt for PDFs, causing version confusion and closing delays. It copies the addendum into the property's Drive folder so coordinators find it same day.

Create disclosure addendum copy in property closing folder

Overview

Manual file hunts and misplaced disclosures slow closings and risk version errors; this flow drops the correct disclosure addendum into the property's folder as soon as a checklist task is checked. Coordinators and transaction managers see the file same day, reducing handoffs and last-minute document hunts.

Create disclosure addendum copy in property closing folder