Rachel Pettis

Aug 08, 2023

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Expedite the document abstraction process with ‘Request for Information’ notifications from Vanilla

Today, Vanilla is excited to release a new feature available during the document abstraction process. Advisors who use the Vanilla Document Abstraction Services will now receive in-app messages and e-mail notifications after submitting their client’s estate planning documents, if additional information is required. Additionally, advisors will receive a status update in Vanilla with detailed notes indicating exactly what is needed to finalize the abstraction submission.

With more direct feedback between an advisor and Vanilla during the document review, advisors can onboard their clients onto the Vanilla platform faster, enhance communication, and speed up the document abstraction process for them and their client. 

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