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Create foreclosure mailing documents and record file entries

Create foreclosure mailing documents and record file entries

Your foreclosure stage updates don't produce ready mail packets, forcing manual document prep and delaying mail runs. Coordinators dispatch same day with PDFs and logs created.

Create foreclosure mailing documents and record file entries

Overview

When a contact reaches a foreclosure mailing stage, your team needs printable packets and an audit trail — not manual assembly. This flow auto-generates templated PDFs, stores them in your shared folder, and logs file metadata so coordinators can dispatch packets same day.

Create foreclosure mailing documents and record file entries