Create offer document rows from incoming support requests
Create offer document rows from incoming support requests
Offer request tickets aren't logged centrally, leaving coordinators unable to find submissions. It logs each qualifying request to a shared sheet so coordinators reconcile offers same day.
Overview
When offer documents don't get logged, closings stall and coordinators waste time hunting for submissions. This flow captures qualifying support requests and records them in a single sheet, so transaction coordinators can reconcile and act on offers the same day.