Update loan file and notify title insurer when ordered
Update loan file and notify title insurer when ordered
Your loan files miss title order dates and insurer emails, delaying closing coordination. The workflow records order dates and insurer contact so closers can prepare ahead of settlement.
Workflow preview:
Zap details:
Overview
Title orders and insurer contacts often live in scattered fields, creating last-minute scramble at closing. This flow writes title order dates and insurer contact into the loan file so closing teams can act within minutes and avoid delays ahead of settlement.