Send ratified contract alerts to office loan officers
Send ratified contract alerts to office loan officers
Ratified contracts in your spreadsheet leave loan officers without deal context, delaying funding. It sends contextual emails to the assigned loan officers so funding moves forward within minutes.
Workflow preview:
Zap details:
Overview
When ratified contracts sit in a sheet, loan officers lack the deal context they need and funding can stall. This workflow pushes a concise, contextual email to the right office so responsible lenders can start funding steps within minutes.