Send payoff letters and log delivery to payees

You receive pushes for payoff letters that are sometimes not sent or logged, causing reconciliation delays. It sends the payoff PDF and updates your tracker so payoffs and billing have proof same day.

Overview

Manual payoff emails and ad-hoc logging create reconciliation overhead and missed proof of delivery. This flow reliably sends the payoff PDF, timestamps the tracker row, and attaches an engagement to the deal so payoffs and billing teams have audit-ready evidence same day.