Create SOV sheets from CSV uploads and email stakeholders
Create SOV sheets from CSV uploads and email stakeholders
You receive raw property CSVs that leave underwriting without structured SOVs, delaying proposals and client outreach. Stakeholders receive a templated SOV, shared link, and notification same day.
Overview
When property CSVs land unprocessed, underwriting and account teams lose time creating SOVs and contacting clients. This workflow converts uploads into completed, enriched SOV spreadsheets, shares the file, and notifies owners so proposals and outreach can proceed the same day.