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Create structured closing folders when deal moves group

Create structured closing folders when deal moves group

Deal moves leave transaction files scattered, causing coordinators to hunt for paperwork. It creates a standard folder tree so coordinators find documents quickly same day.

Create structured closing folders when deal moves group

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Overview

Scattered closing files slow coordinators and create avoidable handoff friction for small transaction teams. This creates a consistent deal folder tree automatically when a record moves groups, giving coordinators instant document access and reducing handoffs the same day.

Create structured closing folders when deal moves group