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Create client folder and contact from intake form

Create client folder and contact from intake form

Your intake forms leave prospect details and documents scattered, delaying loan qualification and initial outreach. You get a contact and populated client folder to start onboarding same day.

Create client folder and contact from intake form

Overview

When intake forms pile up, prospect conversations and loan qualification stall. This flow turns each submission into a recorded contact and a ready client folder, so you can begin onboarding and document collection same day and reduce follow-up lag.

Create client folder and contact from intake form