Trigger closing checklist when deal reaches document complete
Trigger closing checklist when deal reaches document complete
Your completed deal records don't trigger closing intake, causing file assembly delays and lender waiting. The flow starts the closing checklist so operations team can begin work same day.
Overview
When deals hit your document-complete stage, this flow eliminates manual handoffs by triggering your intake system so closing teams can begin file assembly same day. That keeps lender handoffs punctual and reduces last-minute scramble before closing.