Business owners: keep referral agreements in escrow folders
Business owners: keep referral agreements in escrow folders
Business owners risk losing referral agreements from commission forms, leaving legal and finance without auditable copies. It places agreements in the client escrow folder for an auditable record.
Overview
Lost referral agreements create compliance gaps and delay commission payouts; legal and finance need an auditable source of truth. This workflow guarantees every uploaded referral agreement lands in the client escrow folder with a central audit log and notifications, so operations, legal, and finance always have one reliable record.
Notable Features
- Place uploaded agreements in escrow
- Notify legal and finance stakeholders
- Create auditable client folder record