Prompt ACH users for statements and create tickets
Prompt ACH users for statements and create tickets
ACH-linked accounts trigger events but applicants often skip uploading statements, stalling underwriting. It sends staged reminders and support tickets so coordinators get statements within days.
Workflow preview:
Zap details:
Overview
Manual chasing for bank statements stalls underwriting and wastes onboarding time. This sequence sends tiered emails and creates support tickets automatically so onboarding coordinators receive statements and move applications forward within days. It turns reactive follow-up into predictable, timely outreach.