Send conditional exchange email with letter to client

Conditional exchange notices often go unacknowledged, creating extra calls and unclear settlement readiness. Send the signed letter and login info immediately so clients can prepare same day.

Overview

Stop last-minute client calls and manual emailing around conditional exchanges. This workflow sends the signed conditional letter and login details the moment your system signals an exchange, ensuring clients can begin settlement preparation same day and reducing follow-up effort for conveyancers.