Send due receipt request to buyer transaction contacts
Send due receipt request to buyer transaction contacts
Your buyer closing events often lack receipt attachments and contact follow-ups, leaving settlement paperwork incomplete. It sends targeted receipt requests to transaction contacts so files are completed before settlement.
Overview
When buyer closing events arrive without receipts, your closing team wastes hours chasing documents and risks settlement delays; this flow extracts identifiers, finds the transaction record, and requests receipts automatically as the event starts. That yields fewer paperwork gaps and files ready before settlement.