Delete sensitive client files from hosted marketing records
Delete sensitive client files from hosted marketing records
When hosted file previews linger, old client PDFs and attachments can remain in records and complicate privacy requests. Remove the file immediately so compliance sees an updated status same day.
Overview
For a small mortgage brokerage, removing sensitive client files quickly is a compliance and trust imperative. This flow turns a browser push into an immediate deletion and a same‑day confirmation so compliance officers and intake staff can close privacy requests without delay.