Update guarantor records from missing docs in email
Update guarantor records from missing docs in email
Your guarantor emails arrive unstructured, delaying file completion and blocking signings. This captures links and updates records so staff clear outstanding items same day.
Overview
Inbound guarantor emails are often inconsistent and force coordinators into manual chasing, delaying signings. This flow extracts links, updates signing records automatically, and surfaces only unresolved cases to staff so files are ready same day.