Send settlement confirmation email to client and advisor
Send settlement confirmation email to client and advisor
Your paid loan records without client instructions stall closings and force manual follow-up by brokers. Send clients a settlement confirmation with portal steps so closings proceed on schedule.
Overview
When a loan record flips to paid, your clients and settlement coordinators get clear, consistent next steps without manual drafting. That reduces follow-up churn and keeps closings moving on schedule, often within hours of payment.