Send bare trust instructions to sellers and flag record

Your sale records marked bare trust often lack paperwork, stalling settlement and causing extra follow-ups. Send instructions to the seller and flag the record so settlements complete same day.

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Overview

When bare-trust sales miss paperwork, settlements stall and coordinators spend time chasing sellers. This flow sends the required instructions immediately and marks the record as instructed, so settlements can proceed same day and manual follow-ups drop.