Send conditional exchange email with attachment to clients
Send conditional exchange email with attachment to clients
Your conditional exchange notices go unsent when contract events arrive by webhook, leaving buyers without next-step guidance. The workflow sends the signed letter and login instructions so clients can begin settlement prep same day.
Overview
When contracts go conditional, timely client communication avoids confusion and last-minute escalations. This flow delivers the signed letter, login details, and conveyancer contact within minutes so clients can start settlement preparation same day and your team avoids reactive calls.