Send final agreement reminder and update advisor record
Send final agreement reminder and update advisor record
Your advisor agreements can remain unsigned, delaying onboarding and leaving coordinators without status. It sends a final reminder and updates the advisor record so you can resume onboarding same day.
Overview
When advisor agreements stall, onboarding stalls and coordinators waste time chasing signatures. This flow sends a final reminder email, logs the outreach back to your database, and pings the team so deals can move forward same day.