Create FEIN record and alert sales ops and team

Your signature sheet leaves FEINs unlogged and teams unaware when signatures arrive, risking compliance and closing delays. It logs a FEIN row and notifies sales ops and mortgage consultants so deals are ready the same day.

Overview

Manual FEIN logging and chase waste your sales ops time and risk missed compliance ahead of closings. This flow captures the signature row, enriches it with CRM deal data, logs a consolidated FEIN entry, and alerts sales ops and mortgage consultants so deals are ready the same day.