Search GHL to link an existing contact, or enter a new borrower. Import a 3.4 later from the loan's 3.4 tab.
📋 Transaction Coordinator
With an email on file the TC becomes a one-click recipient for the loan calendar, and shows on the shared stakeholder page.
📅 Email the loan calendar
Pick anyone from the contact sheet \u2014 each gets their own email
🎉 Send the Clear-to-Close celebration
A branded email + a celebratory text to the borrower and buyer’s agent
📨 Closing Disclosure went out
Tell the buyer and the buyer’s agent, with the timing
📄 Email the appraisal
AI summary + the appraisal PDF attached — to the borrower & buyer’s agent
Import bank statement
Paste the statement CSV (export from online banking) or upload a CSV/PDF. Claude categorizes every transaction with your vendor rules — review, fix, and commit.