Send completed report and cloud link to client
Send completed report and cloud link to client
Unlinked appraisal submissions delay coordinators and billing. It sends the report link to clients and updates order and appraisal records so files and status are available same day.
Workflow preview:
Zap details:
Overview
Stop manual handoffs between delivery and billing — ensure every completed appraisal is recorded and shared the moment a form is submitted. The workflow updates order and appraisal records and emails clients the download link so coordinators and billing have the right files same day.