Send intake confirmation and follow-up for income documents

Your applicant emails with income attachments often arrive disorganized and incomplete, delaying eligibility checks and manual file preparation. Coordinators get confirmations and can act same day.

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Overview

When applicants email income documents, manual triage slows eligibility decisions and clogs your intake queue. This flow turns those messages into a searchable merged file and a clear, tailored reply so coordinators can confirm completeness and act the same day.