Add post-consult applicants to case records for next-day follow-up

Your post-consult form submissions sit untracked, causing missed follow-ups and delayed lodgement planning. Case managers get standardized deal notes, tags and scheduled follow-ups so outreach happens before the next workday.

Add post-consult applicants to case records for next-day follow-up

Add post-consult applicants to case records for next-day follow-up