Send lender RDL request emails from updated sheet rows
Send lender RDL request emails from updated sheet rows
Your RDL tracker rows marked ready can sit unsent, stalling KYC review and leaving lenders without required signed forms. The workflow delivers templated emails so you collect forms and move applications forward same day.
Overview
Manual outreach gaps stall KYC and delay merchant onboarding; this workflow automatically sends lender RDL request emails when tracker rows are marked, ensuring KYC analysts get signed forms the same day. That clears bottlenecks and keeps applications moving to the next stage.