Send document name mismatch alert to operations team
Send document name mismatch alert to operations team
When closing document uploads lack matching case names, you can't reliably track agreements or prepare investor paperwork. The alert routes the record for ops review so mismatches are fixed same day.
Workflow preview:
Zap details:
Overview
Mismatched closing documents slow case prep and investor reporting. This flow detects name mismatches on record update and immediately surfaces the file to operations for same-day verification, so cases stay accurate and audits run smoothly.