Create payoff letter and notify accounts receivable team

Your payoff requests without letters delay collections and obscure funding case details. The workflow delivers a dated payoff letter so receivables can post payment and close files same day.

Create payoff letter and notify accounts receivable team

Overview

When payoff requests sit as unissued records, collections stall and receivables lose their audit trail. This flow produces a dated payoff letter, routes it to accounts receivable, and updates the request so payments can be posted and files closed the same day.

Create payoff letter and notify accounts receivable team