Send settle date reminders to property stakeholders promptly
Send settle date reminders to property stakeholders promptly
Your settlement file may list past settle dates while property records stay unflagged, causing reporting gaps and handoffs. You get email reminders so records are corrected before the daily report.
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Overview
When settlement records fall out of sync, transaction coordinators and property managers miss reconciliations and reporting gets delayed. This flow parses incoming settlement files and emails the right stakeholders so records are fixed before the next daily report.