Capture loan submissions from Jotform, create items in monday.com, generate documents, and add updates
Capture loan submissions from Jotform, create items in monday.com, generate documents, and add updates
Create organized loan documentation by capturing new Jotform submissions. Add items in monday.com and generate documents with Formstack Documents, ensuring all updates are logged for efficient management.
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Overview
Create organized loan documentation by capturing new Jotform submissions. Add items in monday.com and generate documents with Formstack Documents, ensuring all updates are logged for efficient management.