Send escrow invoice when checklist completes to escrow team
Send escrow invoice when checklist completes to escrow team
Your escrow checklist completions often leave invoices unsent, delaying wire receipts and holding up closings. It sends the invoice and wire instructions to escrow so payments clear before closing.
Overview
When checklist completions don't trigger invoice emails, closings can stall and your billing queue grows. This flow finds the invoice, waits a short window for late uploads, and prepares the escrow email draft so your billing staff can obtain receipt confirmations the same day.