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Create deal and review task from signed NDA PDFs

Create deal and review task from signed NDA PDFs

Signed NDA PDFs aren't linked to listings or buyer contacts, delaying outreach and deal review. It creates CRM records, attaches the PDF, and queues a review task same day.

Create deal and review task from signed NDA PDFs

Overview

When signed NDAs land in your inbox they need to become deal motion, not paperwork pile-up. This flow turns each signed PDF into a person and deal record, attaches the contract, and queues an owner review so buyer outreach happens the same day.

Create deal and review task from signed NDA PDFs