Real estate partners: keep loan officers informed on cobranded requests

Partners handling cobranded requests miss attachments and confirmations, risking showings and commission delays. Send form details and files to both loan officer and realtor so they confirm materials.

Overview

Missed attachments and slow confirmations cost real estate partners showings and jeopardize commissions. This workflow delivers form details and files to the chosen loan officer and submitting realtor, eliminating manual handoffs so confirmations happen quickly and follow-ups aren't missed.

Notable Features

Send form details to both parties
Attach submitted files to emails
Flag missing attachments for review