Settlement and asset delivery coordination involves tracking documents from lenders and customers, verifying completeness, obtaining approvals, and instructing logistics partners. Manual coordination across email, spreadsheets, and multiple systems creates delays, errors, and repeated follow-ups.
Automation captures incoming documents automatically, extracts key details, generates delivery instructions, and syncs all data to the finance system in real time. Settlement cycles compress from 8-12 days to 3-5 days with zero manual document handling.
The full workflow, from trigger to completion.
Automation detects that a deal has moved to closed status. Settlement workflow is triggered automatically.
Automation creates a new settlement record with deal details, customer info, and lender contact. A settlement checklist is generated and stored.
Automation sends templated emails to lender and customer requesting required settlement documents. Emails include a checklist and deadline.
The automation monitors the finance inbox for incoming documents, extracts attachments, logs them in the settlement record, and flags missing or incomplete documents for human review.
Automation checks the settlement record against the required checklist. If all documents are present, it flags the deal as ready for lender approval. If not, it sends a reminder email.
The automation extracts asset details, customer address, and special handling notes from the settlement record and lender approval, then auto-generates a formatted delivery instruction document.
Automation sends the delivery instructions to the logistics partner via email or integrates directly with their system, including all required asset and customer details.
Automation updates the deal record to mark settlement complete, archives all documents, and sends confirmation to finance and fulfilment teams.
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