Add business information statement and link to organization
Add business information statement and link to organization
Listing deals often arrive without a Business Information Statement, delaying onboarding and adding admin for brokers. The BIS is added and linked to the organization record so brokers can begin onboarding same day.
Overview
Missing client paperwork stalls broker workflows and increases administrative effort during deal intake. This flow produces the Business Information Statement, stores it in your document library, and links it to the organization's CRM record so brokers can begin onboarding the same day.