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Create customer record from intake form with co-borrower

Create customer record from intake form with co-borrower

Intake forms can create incomplete borrower records that stall onboarding and billing. This builds full borrower and co-borrower entries so operations can start onboarding and billing the same day.

Create customer record from intake form with co-borrower

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Overview

Intake forms often produce fragmented borrower data that stalls onboarding and delays billing; this flow turns each submission into a complete customer record with co-borrower details. Operations and billing staff can begin onboarding and invoice prep the same day.

Create customer record from intake form with co-borrower