Send signed entity form alert to operations team
Send signed entity form alert to operations team
You get signed entity forms left in the board without timely access, slowing loan file completion. Receive immediate email alerts with download links so coordinators retrieve files within minutes.
Overview
Signed entity forms that sit unattached slow loan assembly and underwriting handoffs. This flow routes completed PDFs to operations and underwriting with direct download links so coordinators can advance files within minutes.