Keep signing records updated with guarantor document links

Signing coordinators miss guarantor emails and links, causing chases and stalled signings. Extract contact info and document links into the signings record so coordinators have consolidated paperwork.

Overview

Missed guarantor documents create signing delays and extra manual work for operations. This workflow pulls guarantor contacts and document links from verification emails into the signings record, eliminating manual chasing and ensuring coordinators begin signings with consolidated paperwork.

Notable Features

Extract guarantor contact details
Attach document links to records
Notify signing coordinators of updates