Update deal lien status when lien release arrives
Update deal lien status when lien release arrives
Your recorded lien release PDFs arrive in the intake folder unlinked to deals, stalling closings. Attach the file to its deal and set lien-release status so account managers see it same day.
Overview
Incoming recorded lien releases often land in shared folders without being tied to deals, which stalls closings and title handoffs. This flow automatically attaches the file and updates the deal record so account managers see lien-release status same day, speeding handoffs and reducing manual triage.