Send first draw review alert to funding team

First-draw submissions lack context, leaving funding and sales ops unsure which plans or files are missing. Receive concise alerts with loan context and missing-doc prompts so reviews complete same day.

Workflow preview:

Zap details:

Overview

First-draw submissions often land without enough context, forcing your small ops team to chase attachments and stall funding. This flow converts each submission into a concise chat alert with loan context and a missing-doc prompt so coordinators can triage and clear files the same day.