Send signed deposit TRX and gift email to agents

Your closing sheet rows can hide signed deposit updates, leaving agents without the TRX code or gift details. It sends TRX and gift details to the record owner so post-signing tasks finish same day.

Overview

Signed-deposit updates in your closing sheet often leave agents scrambling for the TRX code and gift details. This workflow delivers that information directly to the assigned agent, removing manual lookups and enabling same-day post-signing completion.