Send guarantor deed for signature and update records
Send guarantor deed for signature and update records
Your applicant records lack signed guarantor deeds when files remain unsent, causing onboarding delays. Get signatures filed and the envelope ID logged so records are complete same day.
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Overview
When guarantor deeds sit unsent, onboarding stalls and compliance evidence can be incomplete. This flow sends the deed for signature and writes the envelope ID back to the record so operations can close onboarding same day.