Business owners: keep applicant documents attached to deals
Business owners: keep applicant documents attached to deals
Business owners see uploaded applicant and property documents go unattached, causing verification delays and stalled leasing deals. Attachments add to application deals so staff verify and progress them.
Overview
Missing paperwork stalls leases and creates compliance risk for business owners. This workflow attaches uploaded documents directly to the application deal so operations and leasing staff can verify applications faster and move deals through the pipeline. The result is eliminated missing paperwork, faster handoffs, and a clearer audit trail.
Notable Features
- Attach uploads to deal records
- Notify operations and leasing staff
- Log document notes on deals