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Create thank-you card notification when a deal settles

Create thank-you card notification when a deal settles

You miss sending timely thank-you cards when closed deals lack a prompt and address, causing admin delays. Deliver mailing details to advisers so cards are posted same day.

Create thank-you card notification when a deal settles

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Overview

When mortgage deals close, a handwritten thank-you is a high-impact touch that should never be delayed. This flow pushes client mailing details and deal context directly to the deal owner and coordinator, eliminating lookup time so cards can be mailed the same day.

Create thank-you card notification when a deal settles