Skip to content

Send KBA pass notice to closing and title teams

KBA/ID pass tickets still require manual emails to closers and title, causing handoff delays and missing meeting context. Automatically notify closers and title so they have borrower and meeting context.

Send KBA pass notice to closing and title teams

Workflow preview:

Zap details:

Overview

Manual KBA pass notifications slow closings and force coordinators to chase context. This flow creates a notification ticket and updates the original ticket automatically, sending verified meeting and borrower context to closers and title within minutes so handoffs happen same day.

Send KBA pass notice to closing and title teams