Send second credit-report request emails and log follow-ups

Your credit-report follow-ups on Trello cards go untracked, causing delays in case review. It sends the second-request email and logs outreach so coordinators can act same day.

Send second credit-report request emails and log follow-ups

Overview

When a review label lands on a case card, clients can slip through the outreach gap and cases stall. This workflow sends the second-request email and logs the outreach automatically, so intake coordinators get confirmations and can resume case work same day.

Send second credit-report request emails and log follow-ups