Notifications & Reminders
Draft workflows for applications, credentials, coverage offers, assignments, returns, invoices, payments and renewals. All drafts — no live messages until approved.
Expired / blocked credentials — blocking new offers & confirmations
- Eleanor Patterson— blocked because:
- E&O insurance expired
New offers and confirmations are blocked. Existing assignments are flagged for staff review. A renewed certificate must be reviewed and approved before the closer is reactivated.
- Thomas Okafor— blocked because:
- E&O insurance expired
New offers and confirmations are blocked. Existing assignments are flagged for staff review. A renewed certificate must be reviewed and approved before the closer is reactivated.
- Gregory Sullivan— blocked because:
- E&O insurance expired
New offers and confirmations are blocked. Existing assignments are flagged for staff review. A renewed certificate must be reviewed and approved before the closer is reactivated.
Credential Expired
Credentials
Gregory Sullivan: E&O insurance expired 20771 day(s) ago
Expired required credentials block new offers and confirmations. Existing assignments for this closer are flagged for staff review. Do not reactivate until a renewed certificate is reviewed and approved.
Credential Expired
Credentials
Maria Castillo: E&O insurance expired 20411 day(s) ago
Expired required credentials block new offers and confirmations. Existing assignments for this closer are flagged for staff review. Do not reactivate until a renewed certificate is reviewed and approved.
Credential Expired
Credentials
Thomas Okafor: E&O insurance expired 20746 day(s) ago
Expired required credentials block new offers and confirmations. Existing assignments for this closer are flagged for staff review. Do not reactivate until a renewed certificate is reviewed and approved.
Credential Expired
Credentials
Eleanor Patterson: E&O insurance expired 20461 day(s) ago
Expired required credentials block new offers and confirmations. Existing assignments for this closer are flagged for staff review. Do not reactivate until a renewed certificate is reviewed and approved.
Missed Package-Return Deadline
Return Obligation
CPUSA-2026-0003: package-return deadline passed
The return deadline has passed without receipt verified. Flag the assignment for review and escalate per the configured escalation owner.
Coverage Offer Accepted — Awaiting Manager Confirmation
Coverage Offer
Closer accepted an offer — confirm in the Settlement Manager workspace
A closer accepted an offer. For the initial release, acceptance means Awaiting Manager Confirmation — it did not create a confirmed booking. Recheck eligibility, ensure the closing has no other confirmed closer, record the agreed terms, close other outstanding offers, and notify the selected closer.
Invoice Submitted (under review)
Invoice
Invoice PAT-2026-002 (CPUSA-2026-0003) — review task
An accounting review task is created with closer, file number, agreed fee, invoiced amount, variance, completion status, return status and document link.
Invoice Submitted (under review)
Invoice
Invoice PAT-2026-001 (CPUSA-2026-0003) — review task
An accounting review task is created with closer, file number, agreed fee, invoiced amount, variance, completion status, return status and document link.
Coverage Offer Sent (pending response)
Coverage Offer
Offer CPUSA-2026-0002 awaiting response
An open coverage offer is awaiting the closer's response. At the response deadline the offer will expire and notify the responsible settlement manager.
Coverage Offer Sent (pending response)
Coverage Offer
Offer CPUSA-2026-0001 awaiting response
An open coverage offer is awaiting the closer's response. At the response deadline the offer will expire and notify the responsible settlement manager.
Renewed documents require review before updating the approved expiration date, which prevents outdated reminders. These drafts are computed from current data for demonstration only.