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Create searchable email records for client funding inquiries

Create searchable email records for client funding inquiries

Your incoming funding and application emails sit untracked, delaying underwriting and disbursements. They are logged into a central table for quick triage by underwriting and billing same day.

Create searchable email records for client funding inquiries

Overview

Inbound funding requests often sit in shared inboxes and slip through triage, delaying disbursements and billing. This flow centralizes and summarizes those emails so underwriting and billing can prioritize and act the same day, reducing manual handoffs.

Create searchable email records for client funding inquiries