Help sales ops accelerate bank statement collection and speed deal progression

Sales ops lose deals when prospects don't send bank statements, stalling pipeline. Hourly follow-ups prompt prospects to attach statements so reps and underwriters receive documents and deals progress.

Overview

Missed bank statements stall deals and force reps into manual chase work, slowing underwriting and deal progression. This workflow runs hourly follow-ups, routes submitted statements into your CRM, and notifies reps and underwriters so required documents arrive and qualified deals keep moving.

Notable Features

Send hourly follow-up reminders
Attach statements to lead records
Notify reps and underwriters instantly