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Create application and location records from completed form

Create application and location records from completed form

Completed merchant application PDFs arrive unstructured, leaving opportunities without linked records. The workflow creates CRM application and location records so teams can start underwriting same day.

Create application and location records from completed form

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Overview

Signed merchant applications often sit as unstructured PDFs and slow underwriting and onboarding. This flow extracts form answers and creates application and location records in CRM, giving account managers and underwriting structured data to act on same day.

Create application and location records from completed form