Skip to content

Send immediate alerts for purchase holds to owners

Accounts on underwriting purchase hold stall activations and delay contractor funding when owners aren't notified. Alert owners immediately so remediation and funding proceed same day.

Send immediate alerts for purchase holds to owners

Workflow preview:

Zap details:

Overview

When an account hits an underwriting purchase hold, activations and contractor funding can stall until the owner acts. This route makes sure the right RM, AE, and account manager are alerted immediately so remediation and funding can proceed same day.

Send immediate alerts for purchase holds to owners