Real estate agents: prevent check delays from unapproved files

Agents miss compliance when transaction files are unapproved, stalling checks. Email alerts prompt agents to submit loops for review so checks move toward closing.

Overview

Unapproved transaction files stall check processing and threaten closing timelines. This workflow turns every unapproved check request into an agent-facing alert and a logged record, so compliance submissions happen sooner and administrative bottlenecks are removed. Teams report faster handoffs and zero missed follow-ups after adopting similar notification patterns.

Notable Features

Send immediate emails to agents
Attach transaction summary and links
Log notifications to a central spreadsheet