Send collateral form emails to nominated contacts and update
Send collateral form emails to nominated contacts and update
Your assessment records nominate collateral contacts, and manual outreach delays questionnaires and case progress. The flow emails nominees and updates the record so coordinators get responses same day.
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Overview
Eliminate manual chase for collateral questionnaires by emailing nominated contacts automatically whenever an application requires input. Coordinators get questionnaire links delivered and application records updated, so responses appear in the system same day and intake stalls are reduced.