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Create standardized appraisal report from updated contact record

Create standardized appraisal report from updated contact record

Your appraisal records produce inconsistent files, leaving coordinators without report PDFs. The workflow creates a standardized PDF report for each update, available same day.

Create standardized appraisal report from updated contact record

Overview

If appraisal records generate inconsistent files, handoffs stall and billing slips. This flow produces a complete, template-based PDF for each qualifying contact update and clears the trigger, so coordinators have a ready file same day.

Create standardized appraisal report from updated contact record