Create Offer to Purchase document from new record
Create Offer to Purchase document from new record
You receive purchase records without a ready Offer to Purchase, forcing settlements teams to create contracts manually. Create the document and alert stakeholders so files are ready for review same day.
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Overview
Manual contract assembly ties up operations and slows settlements handoffs. This flow creates the Offer to Purchase, formats key dates, looks up the settlement specialist, and posts a team alert so coordinators receive ready-to-review files the same day.