Real estate CTOs: Attach EERCs to deal records instantly

CTOs watch EERC submissions go unattached, creating audit gaps and compliance risk. This workflow attaches PDFs to the matching deal and records the received date, giving deal owners auditable records.

Overview

Missing or unattached EERCs expose real estate deals to audit gaps and filing risk. This workflow ensures every submitted EERC PDF lands on the correct deal with a recorded received date, giving deal owners auditable records and eliminating compliance blind spots.

Notable Features

Attach submitted PDFs to deals
Record EERC received date on deal
Notify deal owners and operations