Update e-sign authorisation records to flag for chase
Update e-sign authorisation records to flag for chase
Your e-sign authorisation records lack Applicant 1 signatures, causing manual triage and delayed mortgage document completion. Get those records flagged for chase so operations can follow up same day.
Overview
When joint signatures go missing overnight, brokers and compliance teams spend valuable morning hours triaging records. This flow automatically finds and flags those e-sign records so operations can chase and clear cases same day, removing routine manual work and speeding document completion.