Notify Agent When Missing Required Documents (before Closing Date)
When paperwork is missing on an Opportunity (Required Documents) and it will jeopardize a closing/payout to the Agent, it would be great if Command could automatically email the Agent 2 weeks from Closing Date and 1 week from Closing Date with a reminder to load missing documents, and to include a list of what those documents are (or allow the MC to select what reminder timelines they would like). This will save time for the MCA/Deals team with contacting the Agents manually when this happens.
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LABS Team
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