Send CD signing reminders to loan operations team

When CD signing dates aren't tracked, loan closings stall and funding deadlines slip. It sends reminders and updates records so teams act before funding windows close.

Workflow preview:

Zap details:

Overview

Unsigned CDs are a funding bottleneck; this daily check keeps your pipeline moving by validating signer status and surfacing at-risk files to operations. It updates your reminder table and sends escalation emails so issues are visible and acted on the same day.