Send pending documents alert to distributor and rep

Your pending documentation rows leave distributors and coordinators unsure, delaying follow-up and risking client blocks. It sends targeted emails so issues are cleared before the eight-day cutoff.

Overview

Missing-document follow-ups are a repetitive manual drain that leads to delayed remediations and client blocks; this flow routes every spreadsheet flag to the right distributor and coordinator so cases are triaged without manual polling. That means clearer ownership and faster resolution ahead of the eight-day cutoff.