Send DSAR to lender and notify claimant of progress
Send DSAR to lender and notify claimant of progress
DSAR-marked leads often miss lender outreach and client updates, slowing evidence retrieval. You send the DSAR to the lender and notify the claimant immediately, with follow-up after 31 days.
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Overview
When a lead reaches DSAR status, lender outreach and claimant updates must go out immediately to keep cases progressing. This flow drafts and sends the DSAR to the configured lender, notifies the claimant right away, and triggers an automated follow-up after 31 days to avoid missed compliance windows.