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Create disclosure request records and add tracking rows

Create disclosure request records and add tracking rows

Your property pack requests arrive unstructured, leaving disclosure needs and client context unrecorded. Create disclosure records and tracking rows so operations and campaign managers can act same day.

Create disclosure request records and add tracking rows

Overview

When property pack submissions come in unstructured, due diligence stalls and outreach is delayed. This flow ensures a Disclosure Request record plus a tracking row are created automatically so operations and campaign managers have full context same day.

Create disclosure request records and add tracking rows