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Create state buyer loops and assign owners per deal

Create state buyer loops and assign owners per deal

Your new deals lack buyer packets and owner assignment, delaying onboarding. Get state-matched loops and assigned owners so project teams start onboarding same day.

Create state buyer loops and assign owners per deal

Overview

When deals don't spawn ready-to-use folders, project coordinators waste hours collecting docs and assigning owners. This flow creates state-matched buyer folders and assigns owners automatically so project teams can begin onboarding the same day.

Create state buyer loops and assign owners per deal