Send collateral nomination emails to clients and case workers
Send collateral nomination emails to clients and case workers
Your assessment applications needing collateral delay intake when no nominee is recorded. Send the nomination link to clients or assigned case workers automatically, ensuring intake completes same day.
Overview
When an application needs collateral, intake workflows often stall while staff hunt for nominees; this flow sends the nomination link to the right recipient and updates the application record automatically. Program coordinators and case workers get an audit trail and same-day outreach so intake moves forward without manual follow-up.