Send deal closing confirmation emails to applicants today
Send deal closing confirmation emails to applicants today
Your deal closings lack timely applicant confirmation, causing funding holds and processing delays. It sends confirmation requests and logs outreach so teams prep funds ahead of closing.
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Overview
When a deal's confirmation flag changes, this flow emails the applicant to verify the scheduled closing date and logs that outreach back to the CRM. That reduces last‑minute funding holds and gives settlement coordinators clear confirmation at least one business day before closing.