Senior account coordinators: attach finalized sign-offs to tracker records
Senior account coordinators: attach finalized sign-offs to tracker records
Senior account coordinators risk closing delays if sign-off PDFs aren't attached to tracker records. Attach PDFs to the matching tracker record so documents are audit-ready for handoffs.
Overview
Lost sign-off PDFs stall closings and create audit exposure for real estate operations. This workflow ensures every completed PDF lands on the correct tracker record, eliminating lost documents, accelerating handoffs, and keeping records audit-ready.
Notable Features
- Match sign-offs to tracker records
- Attach completed PDFs to records
- Notify senior account coordinators on upload