Send term sheet approval request to ops approvers
Send term sheet approval request to ops approvers
Your term sheet approval requests in chat often lack deal context and stall underwriting triage. Receive consolidated deal summaries and a CRM link so approvers can decide same day.
Overview
When flagged approval threads lack context, approvals get delayed and deals stall. This workflow turns a reaction into a single, approver-ready message with deal context and a CRM link so approvers can act same day and underwriters have what they need.