Save email attachments to client folders by sender
Save email attachments to client folders by sender
Your inbox attachments for loan applications hide PDFs and IDs, delaying file assembly and compliance. Files are organized into per-client folders for your brokers, ensuring audit readiness same day.
Overview
Stop losing loan PDFs and ID scans in inboxes that slow down case preparation; this flow files attachments into sender-named client folders so brokers can find documents during calls. Your files become audit-ready and accessible to the team same day.