Send initial disclosure email and attach evidence to task
Send initial disclosure email and attach evidence to task
Updated mortgage tasks that don't send the IDD stall applications and create compliance gaps. This sends the IDD and links evidence to the case so advisers can proceed same day.
Overview
When IDD paperwork isn’t sent from updated mortgage tasks, advisers waste time chasing files and cases stall; this flow mails the disclosure and pins proof to the case automatically. That shortens manual handoffs for sales ops and gets applications moving same day.