Mortgage brokers remove private client files on deletion

Mortgage brokers risk leaving private client files in the CRM, creating compliance exposure. This removes flagged private files when a delete push fires, preventing manual cleanup and access risk.

Overview

Mortgage brokers face compliance and trust risks when private client files remain accessible in the CRM. This workflow removes specified private files on deletion pushes and creates an auditable trail, removing manual cleanup work and tightening access control. The result is clearer audit records and fewer manual remediation tasks for operations and compliance.

Notable Features

Remove files on delete pushes
Verify file ownership before deletion
Log each removal for audits