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Create client record and welcome package on signature

Create client record and welcome package on signature

Your signed client agreements without a linked folder or CRM record slow document retrieval and stall onboarding. Clients are onboarded and ready for advisor outreach same day.

Create client record and welcome package on signature

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Overview

Manual processing of signed engagement agreements wastes advisor time and delays client outreach. This flow files the signed agreement, creates a client folder, adds the contact to your CRM and sends a welcome email so brokers can engage the client same day.

Create client record and welcome package on signature