Save incoming email attachments to shared client folders
Save incoming email attachments to shared client folders
Your unsorted email attachments for loan applications hide documents and slow approvals for brokers and compliance. Save and name files so your team finds them for same-day reviews.
Overview
When loan documents sit in inboxes, brokers and compliance waste time searching and approvals stall. This workflow captures incoming attachments, standardizes filenames, and files them into client folders so teams can begin same-day reviews and keep settlements on schedule.