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Send payment assignment notice to customer by email

Your assignment notices and payment details are manually created, delaying customer notification and collections handoffs. The workflow sends formatted assignment letters to customers within minutes.

Send payment assignment notice to customer by email

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Overview

When payment webhooks arrive, your ops team shouldn't be drafting legal assignment notices by hand. This flow turns each webhook into a formatted assignment email sent to the lead's primary contact, giving collections coordinators notice within minutes.

Send payment assignment notice to customer by email