Send escrow opening alerts to your ops channel

Your pending forms leave escrow openings untriaged, delaying client handoffs. It alerts the right channel and assigns a CRM collaborator so tasks are handled same day.

Overview

When escrow openings arrive via forms, operations needs clear, timely signals to avoid stalled handoffs. This flow converts qualifying submissions into a Slack alert and attaches a CRM collaborator, so coordinators can start paperwork and client outreach the same day.