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Keep escrow and transaction agents aligned on updates

Transaction coordinators miss escrow checklist changes, causing processing delays and closing confusion. Instant notices send updated credit, price, and closing dates to escrow and agents.

Keep escrow and transaction agents aligned on updates

Overview

Missed escrow checklist updates create processing delays and closing confusion. This workflow ensures every credit, price, and closing date change is emailed to escrow and assigned transaction agents, eliminating missed notifications and ensuring consistent handoffs. The result is faster handoffs and far fewer manual follow-ups.

Notable Features

  • Send update emails to escrow
  • Attach formatted credit, price, dates
  • Notify assigned transaction agents

Keep escrow and transaction agents aligned on updates