Send notarized POA and ACH to lender contact
Send notarized POA and ACH to lender contact
Deal records often arrive missing notarized POA or ACH, leaving account managers unable to verify lenders. It sends the files and a request to lenders so verification happens same day.
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Overview
When notarized POA or ACH files aren't attached to incoming deals, account managers waste time chasing lenders and enrollment stalls. This flow finds the files, sends a templated lender request with attachments, and logs the interaction so verification completes the same day.