Ensure tenants get signed contracts and SEPA on completion

Operations coordinators miss emailing signed contracts and SEPA after checklist completion, causing tenant confusion. This sends the signed contract and SEPA so tenants have clear access instructions.

Overview

Missed contract emails create tenant confusion and block access. This workflow guarantees tenants receive counter-signed contracts and SEPA confirmations when onboarding tasks complete, eliminating manual follow-up and ensuring access details are delivered. Operations teams report fewer delivery errors and smoother handoffs.

Notable Features

Email signed contracts and SEPA
Attach counter-signed contract PDFs
Record delivery timestamp in tenant record