Start settlement payoff process from deal payoff trigger
Start settlement payoff process from deal payoff trigger
Deal payoff flags can leave claim details unsent, delaying funding and manual follow-ups. It sends formatted claim and incident dates to the payoff receiver so teams can begin processing same day.
Overview
When a deal's payoff trigger flips, missing or inconsistent claim details can stall settlements and force manual handoffs. This flow delivers normalized claim and date data to your payoff receiver so your settlements coordinators can begin processing same day.