For legal transaction coordinators: prevent missed lender confirmations

Transaction coordinators miss lender confirmations on loan application due dates, causing contingency gaps. Due-date emails prompt lenders so confirmations arrive and closings stay on track.

Overview

Missed lender confirmations create contingency gaps that can delay closings. This workflow prompts lenders on contract due dates and logs replies to case records, giving transaction coordinators reliable confirmations and keeping closings on schedule.

Notable Features

Prompt lenders on due dates
Skip transactions with existing confirmations
Log confirmations to transaction records