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Create disclosure requests and tracking rows for packs

Create disclosure requests and tracking rows for packs

Your disclosure requests for multi-property client packs are scattered across systems, slowing fulfilment and partner confirmation. Coordinators can complete packs and notify partners the same day.

Create disclosure requests and tracking rows for packs

Overview

Incoming multi-property pack submissions often create manual work and missed partner acknowledgements. This flow captures each submission, creates a disclosure request and tracking row for every property, and marks items as sent so coordinators close packs the same day.

Create disclosure requests and tracking rows for packs