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Templates
Create proof of income letters and request fund totals

Create proof of income letters and request fund totals

Your proof requests arrive without a ready letter, delaying partner outreach. It creates and shares a templated POI and sends an approval email so totals are confirmed same day.

Create proof of income letters and request fund totals

Overview

Stop manual drafting that slows partner outreach and ties up coordinators. This creates templated proof letters, stores them in the partner folder, and routes an approver request so finance can confirm totals and partners get documents same day.

Create proof of income letters and request fund totals