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Create transaction folders and link to deal records

Create transaction folders and link to deal records

Your deals arrive without organized folders, leaving documents scattered and agents wasting time. It creates standardized folders, shares links, and updates the deal so files are available same day.

Create transaction folders and link to deal records

Overview

Deals often land without a shared workspace, which slows closings and creates version drift; this flow provisions standardized folders and posts share links to the deal and ops table. Teams get consistent access to required files and can action transactions same day.

Create transaction folders and link to deal records