Add transaction intake links to new contact record
Add transaction intake links to new contact record
New leads without intake links stall deal setup and cause paperwork delays for agents. Adding prefilled transaction links to the contact record speeds onboarding and enables same-day paperwork.
Overview
Stop wasting agent time hunting for intake forms; this embeds prefilled intake links directly into new contact records so agents can start paperwork immediately. That keeps deals moving and enables same-day transaction initiation for new leads.