Send signature requests for new loan records to borrowers

Your loan intake often leaves closing documents unsigned and requires manual follow-up. The flow sends signature requests to borrowers so you get signed documents same day.

Overview

When a new loan intake appears, this flow automatically sends the correct signature package to the borrower and records the request back to the intake. That removes manual chasing so loan officers and onboarding coordinators get signed documents the same day and can advance closings.