Create seller reports packet and draft client email
Create seller reports packet and draft client email
Your checklist leaves seller reports scattered, delaying client review and escrow prep. Receive a merged PDF packet and client-ready draft email automatically, ready for distribution ahead of escrow.
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Overview
When checklist items mark reports received, coordinators still spend time assembling packets and drafting messages. This flow builds the merged report PDF, files it in the client folder, and creates a ready-to-send draft within minutes so your team can distribute before escrow deadlines.