For principal brokers: prevent missing W9s on transactions

Principal brokers miss W9s in inboxes, causing closing holds and compliance risk. Auto-save files and log to a shared spreadsheet so coordinators get accurate W9s and closings aren't held.

Overview

Missing W9s stall closings and create compliance exposure for brokers. This workflow captures every completed W9, stores the file in your shared drive, and logs it in the central spreadsheet so transaction coordinators always have a reliable record and document-related holds disappear.

Notable Features

Save completed W9s to drive
Log each W9 to central spreadsheet
Send notifications to ops channels