Prevent missed PINs for legal transaction coordinators

Transaction coordinators miss sending PINs when home inspection events begin, leaving co-op agents locked out and jeopardizing closings. Create an assigned Send PIN task at event start so closings stay on track.

Overview

Legal teams risk delayed closings when co-op agents arrive without access. This workflow assigns a 'Send PIN' task at inspection start, turning a manual scramble into a repeatable closing step. Coordinators get clear assignments and notifications, eliminating missed PIN handoffs and keeping closings on schedule.

Notable Features

Create Send PIN task at event start
Assign task to transaction coordinator
Notify coordinator with task details