Attach applicant documents to matching CRM deals fast
Attach applicant documents to matching CRM deals fast
You receive applicant form submissions with ID and bank files that aren't linked to deals, which delays underwriting. Attach files to the matching deal so underwriting and risk can act same day.
Workflow preview:
Zap details:
Overview
When applicants upload IDs and voided checks, your underwriting and risk teams shouldn’t be hunting through inboxes or shared drives. This flow attaches those files directly to the right deal so underwriting and risk can start credit review the same day.