Create deal and attach application files to CRM
Create deal and attach application files to CRM
Your application submissions sit untracked in the form inbox, delaying outreach and underwriting prep. They become prospect records and open pipeline deals with attached application PDFs same day.
Workflow preview:
Zap details:
Overview
Unprocessed applications cost time and slow underwriting. This flow turns each submission into a prospect and open deal with PDFs attached, giving originators the full file to review and act on same day.