IT: ensure guarantor deeds are sent and recorded
IT: ensure guarantor deeds are sent and recorded
IT administrators see applicant records marked to send but deeds go unsigned, creating audit gaps and onboarding delays. It sends signature requests and logs envelope IDs for clear audit trails.
Overview
Missed guarantor signatures create audit gaps and slow applicant onboarding. This workflow ensures every marked applicant triggers a signature request and writes envelope fingerprints to both applicant and guarantor records, eliminating manual distribution and tracking. Operations teams report clearer audit trails and fewer tracking errors.
Notable Features
- Send signature requests on record flag
- Attach deed link and file metadata
- Record envelope ID in both records