Skip to content
Add lender sign-ups to onboarding queue before billing run

Add lender sign-ups to onboarding queue before billing run

Your lender registration forms land in a silo, causing missed onboarding and delayed billing. New sign-ups route to intake with contact notes and license states captured so billing and onboarding finish before the next billing run.

Add lender sign-ups to onboarding queue before billing run

Workflow preview:

Zap details:

Add lender sign-ups to onboarding queue before billing run