Brokerage director: keep advisor scorecards in one place
Brokerage director: keep advisor scorecards in one place
Brokerage directors miss advisor scorecards when attachments get buried in inboxes, delaying reviews and risking compliance. Saved attachments land in a shared scorecard folder for quick review.
Overview
Brokerage directors risk delayed reviews and compliance gaps when scorecards sit in crowded inboxes. This workflow captures every advisor scorecard attachment into a shared folder and notifies leadership and operations, providing review-ready records and eliminating missed scorecards.
Notable Features
- Save email attachments to folder
- Organize scorecards by advisor name
- Notify director and ops team