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Create due diligence task when instant offer is accepted

Create due diligence task when instant offer is accepted

You can't triage instant offers when no due-diligence task exists, leaving underwriters without files or an assigned owner. It creates a task, links files and assigns an owner so checks start same day.

Create due diligence task when instant offer is accepted

Overview

When an instant offer hits the offering stage, underwriting needs a structured ticket and files to act fast—manual handoffs create delays and SLA risk. This flow spins up a due‑diligence task, attaches the folder and assigns an owner so underwriting can begin checks the same day and speed deal activation.

Create due diligence task when instant offer is accepted