Add submitted ID documents to client folder and CRM
Add submitted ID documents to client folder and CRM
You get intake documents (ID, SSN, POA) left unfiled, delaying verification and case progress. Files go to the client folder and the deal is updated so you can act same day.
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Overview
Intake PDFs and ID photos often sit in form inboxes and slow verification. This flow files submitted documents into the client folder and updates the deal with an activity, letting your credit team verify and act same day.