Create employment verification letter and link to deal
Create employment verification letter and link to deal
Your employment verification requests stall when required fields are missing, blocking timely replies. Program coordinators can respond same day with a verification letter linked to the CRM.
Overview
Verification letter requests should not tie up program coordinators with manual doc prep. This flow creates the letter from a template and links it to the CRM so coordinators can respond to verification requests same day. It reduces manual follow-ups and centralizes the deliverable on the deal.