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For transaction coordinators: attach 'May Not Assign' PDFs

For transaction coordinators: attach 'May Not Assign' PDFs

Transaction coordinators miss 'May Not Assign' contracts on offers, creating review delays that risk closings and commissions. It creates and attaches the contract PDF so coordinators can begin review.

For transaction coordinators: attach 'May Not Assign' PDFs

Overview

Transaction coordinators risk delayed closings and lost commissions when offer contracts aren't attached properly. This workflow generates the 'May Not Assign' PDF and links it to the offer so coordinators begin review faster and missed uploads are avoided, removing manual handoffs and strengthening closing reliability.

Notable Features

  • Generate contract PDF from offer
  • Attach PDF to offer record
  • Notify transaction coordinators on attach

For transaction coordinators: attach 'May Not Assign' PDFs