Attach completed consent PDF to deal record
Attach completed consent PDF to deal record
Your homeowner consent forms are not linked to deals, so reps lack signed contact preferences at outreach. It attaches the signed PDF and updates the deal and consent log so reps see consent same day.
Overview
Signed homeowner consent often lives outside the CRM, leaving reps blind during outreach and slowing compliance checks. This flow links the signed PDF to the correct deal, updates consent fields, logs the submission, and notifies coordinators so reps have consent context same day.