Send transfer request emails with attached PDFs to partners

Your transfer form submissions stall handoffs, leaving partner letters unsigned and transfers delayed. You get a PDF letter sent and logged so partners can act and settlements complete sooner.

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Overview

Manual creation and emailing of transfer letters delays settlements and consumes specialist time. This flow turns each form into a standardized PDF, emails it to the right partner within minutes, and writes a single-row log so settlement coordinators can process transfers faster.