Append financing form submissions to operations tracking sheet
Append financing form submissions to operations tracking sheet
Your financing form submissions arrive unrecorded, delaying triage and reporting for underwriting. Teams can triage and report submissions the same day.
Overview
When intake forms don’t land in a single place, underwriting and ops spend hours reconciling entries and miss follow-ups. This flow records every financing submission into your tracking sheet within minutes so teams can triage and report the same day.