Add servicing form responses to central certificate sheet

Your servicing form responses aren't tracked centrally, delaying attribution and compliance checks. Marketing ops and compliance can reconcile records same day.

Add servicing form responses to central certificate sheet

Overview

When servicing forms bypass your central tracking, campaign attribution and compliance reviews fall behind. This flow captures each submission into a single certificate worksheet and alerts marketing ops so reconciliations and broker reporting happen same day.

Add servicing form responses to central certificate sheet