Completions
Configure how tasks, reminders, and checklists are managed during the completions stage.
Checklists
Define standard checklists used during key completions milestones. These checklists help ensure required steps are completed consistently across cases.
Post-Drawdown
Automations that apply after funds have been released. These help ensure records remain accurate once the case is completed.
Update Client Address Post-Drawdown
Update Automatically for all Home Movers
This will allow new leads to automatically proceed to document upload and create a LendWell account after completing the lead generation form on your website.