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Create CRM deals and log signed RCF files

Create CRM deals and log signed RCF files

Your rollover certification submissions and signed PDFs arrive unfiled, stalling deal setup. Capture deals, archive signed forms, and notify account managers so funding can begin same day.

Create CRM deals and log signed RCF files

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Overview

When rollover forms and signed envelopes land untracked, deal setup and funding stall. This flow converts each submission into a CRM deal, archives the signed PDF, and creates a deal note so account managers can start funding workflows the same day. It eliminates manual file handling and speeds handoffs between ops and advisors.

Create CRM deals and log signed RCF files