Set letter recipients on deal records when addresses change
Set letter recipients on deal records when addresses change
Your proprietor address changes can leave mailing recipient fields inconsistent, causing misaddressed title letters. It fixes recipient names so outgoing mail is correct same day.
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Overview
Misaddressed title letters delay closings and create manual rework for operations. This flow ensures deal-level 'letter to' fields reflect the latest proprietor address and name details, so mailings can be prepared correctly and sent the same day.