Create buyer portal records from contract signed stage
Create buyer portal records from contract signed stage
Signed contracts arrive without homeowner portal records, leaving coordinators without contact or home context. It creates and links buyer records for same-day onboarding.
Overview
Signed contracts that don't create buyer portal records slow onboarding and frustrate field coordinators. This flow automatically creates or updates buyer profiles and links them to homes so program coordinators can start onboarding and scheduling the same day.