Send onboarding letters and mark records as sent

Your onboarding records miss timely outreach, leaving customers waiting and delaying handoffs. It sends the prepared letter and updates the record, giving coordinators same-day confirmation.

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Overview

Stop manual delays in onboarding by automatically emailing prepared letters the moment a record is ready; coordinators receive same-day confirmations without extra steps. That visibility reduces handoffs and keeps project milestones on schedule.