Keep guarantor POAs saved and signings marked done

Operations coordinators lose guarantor POAs when link fields update, leaving archives incomplete and signings stalled. It saves the POA into the correct signing folder and marks the record done so ops staff can locate files.

Overview

Missing guarantor POAs create audit gaps and stall signings, putting operations under compliance and delivery risk. This workflow ensures each updated POA is saved to the right signing folder and the record marked done, eliminating manual chasing and giving ops coordinators a reliable document trail—so handoffs are smoother and fewer saves are missed.

Notable Features

Save POA to signing folder
Mark signing record as done
Alert ops for manual save