Send privacy and credit guide to applicants via email

You miss applicant privacy disclosures posted in your finance channel, delaying underwriting and funding approvals. Send templated privacy disclosures and credit guides to applicants so documents arrive same day.

Overview

Finance teams often waste hours chasing signed disclosures and credit guides. This flow extracts applicant details from your finance channel and sends the correct signature request so documents are returned same day and underwriting keeps moving.