Save deal CSV attachments to the correct drive folder

Your deal CSV attachments aren't saved to deal folders, leaving underwriting teams without borrower documents. Archive CSVs to the correct deal folder so teams can find files before funding.

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Overview

File gaps cost underwriting time and slow funding. Capture CSV attachments from deal records and drop them into the proper deal folder so your loan operations team can retrieve borrower documents within minutes for funding or audit. This eliminates manual downloads and speeds review cycles before funding windows.