Send daily submission workbook to bank and ops
Send daily submission workbook to bank and ops
Your daily bank submission sheet often goes unshared, delaying credit review when distribution is manual. It delivers a shared workbook and action list to partners every morning for same-day processing.
Overview
Stop manual morning churn in your credit submissions and ensure partners receive the exact workbook and action list each day. This flow reduces missed submissions and gets cases into credit for same-day processing.